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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2019-09-25 |
| FL | RA | APPROVED | 2017-08-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Aventura | FL | 06/2017 | Present |
| Self-Employed | Sao Paulo | 05/2015 | 06/2017 | |
| Bank Of America, N.A. | Aventura | FL | 11/2017 | Present |
I*107679 FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: CFN PARTNERS INC INVESTMENT RELATED: N ADDRESS OF BUSINESS: SUUNY ISLES BEACH, FLORIDA 33160 NATURE OF BUSINESS: CORPORATION, POSITION, TITLE, ASSOCIATION: LIMITED PARTNER, START DATE OF RELATIONSHIP: 3/25/2016 NUMBER OF HOURS DEVOTED: 0 HOUR(S) ANNUALLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: THIS COMPANY IS A REAL ESTATE INVESTMENT COMPANY THAT HOLDS RESIDENTIAL PROPERTY FOR RENTAL.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2017-09-02 |
| S65 | Uniform Investment Adviser Law Examination | 2016-09-01 |
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