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Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

One Bryant Park, New York, NY 10036 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2019-07-18
TX RA APPROVED 2019-07-18
  • FL RA
    APPROVED
    Since 2019-07-18
  • TX RA
    APPROVED
    Since 2019-07-18

Branch Locations

355 Alhambra Cir, Coral Gables, FL 33134 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Merrill Lynch, Pierce, Fenner & Smith Incorporated Coral Gables FL 04/2018 Present
Jpmorgan Chase Miami FL 11/2015 04/2018
Florida International University Miami FL 01/2014 05/2018
Bank Of America, N.A. Coral Gables FL 01/2023 Present
  • 04/2018 → Present
    Coral Gables, FL
  • 11/2015 → 04/2018
    Jpmorgan Chase
    Miami, FL
  • 01/2014 → 05/2018
    Florida International University
    Miami, FL
  • 01/2023 → Present
    Bank Of America, N.A.
    Coral Gables, FL
Other Businesses

I* 1437264For profit or not for profit: Name of outside business organization: Rental Property 1Investment related: noAddress of business: Miami, FL, 33142Nature of business: Position, title, association: Sole ownerStart date of relationship: 02/01/2024Number of hours devoted: 10 yearly Number of hours devoted during trading hours: 0Duties: I*1709272, Entity Type: Entity For Profit, Name of OBA:APEX PROPERTY CONSULTING LLC, Address: Miami, FL 33142, Investment Related: No, Position, Title, Association: Officer, Employee Start Date: No Hours: No Hours during trading: Duties: Entity is not and has never been operational. Original intent was to use it to administer my rental property. I*: 2066351Entity Type: Entity For ProfitName of OBA: SNEYOMAR LLCAddress: Miami. FLInvestment Related: No Position, Title, Association: General Partner/Managing MembEmployee Start Date: 08/15/2022Number of Hours: 0Number of Hours during trading: 0Duties: The company status is inactive, there are no responsibilities that need to be performed I*2132270, Entity Type Entity For Profit, Name of OBA: Crespo-G Investment Group LLC Address: MiamiFlorida 33142 Investment Related: No Position, Title, Association: Owner Employee Start Date:01/15/2025 No Hours: 3 weekly No Hours during trading: 0 Duties:

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-06-19
  • S66 Uniform Combined State Law Examination
    2019-06-19

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