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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-11-16 |
| FL | RA | APPROVED | 2021-10-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bank Of America, N.A. | Miami | FL | 09/2017 | 07/2021 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Miami | FL | 09/2017 | 07/2021 |
| Kforce | Miami | FL | 02/2016 | 09/2017 |
| Jpmorgan Chase Bank, N.A. | Miami | FL | 07/2021 | Present |
| J.P. Morgan Securities Llc | Miami | FL | 07/2021 | Present |
I*130352 For profit or not for profit: Non-Profit Organization Name of outside business organization: United Way of Miami Dade Investment related: N Address of business: miami, Florida 33129 Nature of business: Charitable Organization, Position, title, association: Committee Member, Start date of relationship: 1/1/2020 Number of hours devoted: 1 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: United Way young leaders executive committee
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-12-30 |
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