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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-04-01 |
| TX | RA | APPROVED | 2026-03-31 |
Branch Locations
10815 Sunset Dr, Miami, FL 33173 • United States
396 Alhambra Cir 8Th Fl [D2-Rbo], Coral Gables, FL 33134 • United States
14600 Coral Way, Miami, FL 33175 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Miami | FL | 09/2022 | 03/2026 |
| Wells Fargo | Miami | FL | 04/2021 | 09/2022 |
| Publix Supermarkets | Miami | FL | 07/2020 | 01/2022 |
| Florida International University | Miami | FL | 08/2019 | 04/2021 |
| Eulen America | Miami | FL | 12/2018 | 03/2020 |
| Primerica | Miami | FL | 08/2017 | 10/2018 |
| Publix Supermarkets | Miami | FL | 05/2015 | 02/2018 |
| Miami Dade College | Miami | FL | 08/2016 | 04/2018 |
| Unemployed | Miami | FL | 10/2018 | 12/2018 |
| Bank Of America, N.A. | Miami | FL | 01/2023 | 03/2026 |
| Wells Fargo Clearing Services, Llc | Coral Gables | FL | 03/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-02-06 |
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