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Account
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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED_RES | 2025-03-31 |
Branch Locations
121 Alhambra Plaza Ste 150 Alhambra Tower, Coral Gables, FL 33134-4522 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Miami | FL | 02/2018 | 12/2018 |
| Multifamily Real Estate Group Inc. | Miami | FL | 10/2016 | 01/2018 |
| Sabbatical / Extended Travel | Orlando | FL | 04/2016 | 10/2016 |
| Bank Of America, N.A. | Miami | FL | 07/2018 | 12/2018 |
| Regions Bank | Miami Beach | FL | 12/2018 | 03/2021 |
| Cetera Investment Advisers Llc | Miami Beach | FL | 04/2020 | 03/2021 |
| Cetera Investment Services Llc | St. Cloud | MN | 04/2020 | 03/2021 |
| Fidelity Investments | Coral Gables | FL | 03/2021 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-66502|OrgNmn:o Business Name. I have an inactive Real Estate Licen|Org Addr:Coral Gabl,Florida,US|OBA Nature:Buying properties for myself (|Invst Rel:Y|Title:Independent Contractor|Duties:All Activities will be performed after work hours. I will find and buy properties for my self|StrtDt:02-14-22|TotHrs/mon:4|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-09-14 |
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