Lineo Poll

Current Employers

Andbanc Advisory Llc

201 S. Biscayne Blvd. Suite 1100, Miami, FL 33131 • United States

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2025-01-23

FL RA
APPROVED

Since 2025-01-23

Branch Locations

201 S. Biscayne Blvd. Suite 1100, Miami, FL 33131 • United States

Disclosures

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.

Regulatory action Yes
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Scotia Wealth Management	Toronto		10/2011	04/2023
Unemployed	Toronto		05/2023	07/2023
Andbanc Brokerage Llc	Miami	FL	08/2023	Present

10/2011 → 04/2023

Scotia Wealth Management

Toronto
05/2023 → 07/2023

Unemployed

Toronto
08/2023 → Present

Andbanc Brokerage Llc

Miami, FL

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2023-08-08

S65 Uniform Investment Adviser Law Examination

2023-08-08

View on SEC IAPD

Current Employers

Andbanc Advisory Llc

Disclosures

Employment History

Exams

Other Firms

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