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540 Madison Ave. 9Th Floor, New York, NY 10022 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-06-19 |
Branch Locations
One Alhambra Plaza Suite1130, Coral Gables, FL 33134 • United States
540 Madison Ave. 9Th Floor, New York, NY 10022 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Miami | FL | 10/2024 | 04/2025 |
| Wells Fargo Clearing Services, Llc | Miami | FL | 02/2023 | 04/2025 |
| Independent | Coral Gables | FL | 01/2020 | 01/2023 |
| Sarracino Gallery | Coral Gables | FL | 02/2016 | 12/2019 |
| Snowden Lane Partners | Coral Gables | FL | 04/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-03-26 |
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