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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2021-05-24 |
| TX | RA | APPROVED | 2021-05-17 |
Branch Locations
2333 Ponce De Leon Blvd. Suite 500, Coral Gables, FL 33134 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Miami | FL | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Miami | FL | 11/2016 | 05/2021 |
| Raymond James And Associates, Inc. | Miami | FL | 05/2021 | Present |
(1)Name of Business: Address: 11100 SW 60th Avenue, Miami, FL, 33156, United States Activity Type: Rental Real Estate Position/Title: Investment Related: Yes Start Date: 06/15/2023 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: (2)Name of Business: Address: 11100 SW 60th Avenue, Miami, FL, 33156, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 04/28/2025 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Collect rent, pay taxes and condominium fees, maintain property (3)Name of Business: Cutler Bay Address: 11100 SW 60th Avenue, Miami, FL, 33156, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 12/13/2022 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Owner (4)Name of Business: Migson Ltd Address: 11100 SW 60th Avenue, Miami , FL, 233156, United States Activity Type: Business Owner Position/Title: Other Investment Related: No Start Date: 03/13/2000 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Trustee (5)Name of Business: Torrvi LLC Address: 11100 SW 60th Avenue, Miami, FL, 33156, United States Activity Type: Rental Real Estate Position/Title: Other Investment Related: Yes Start Date: 01/01/2009 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Trustee
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-07-06 |
| S63 | Uniform Securities Agent State Law Examination | 1998-09-23 |
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