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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-02-24 |
| TX | RA | APPROVED | 2025-02-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Dsv: Global Transport And Logistics | Sao Paulo | 06/2019 | 07/2019 | |
| Edan Bank | Sao Paulo | 05/2023 | 08/2023 | |
| Bradesco Investments | Miami | FL | 06/2024 | 01/2025 |
| Veedha Investimentos | Sao Paulo | 06/2022 | 08/2022 | |
| Columbia Trading | Sao Paulo | 07/2018 | 08/2018 | |
| J.P. Morgan Securities Llc | Miami | FL | 01/2025 | Present |
| Jpmorgan Chase Bank, N.A. | Miami | FL | 01/2025 | Present |
| Unemployed | Sao Paulo | 01/2015 | 07/2018 | |
| Unemployed | Sao Paulo | 08/2018 | 06/2019 | |
| Unemployed | Atlanta | GA | 07/2019 | 06/2022 |
| Unemployed | Atlanta | GA | 08/2022 | 05/2023 |
| Unemployed | Atlanta | GA | 08/2023 | 06/2024 |
Name of the other business: Laurel Servicos e Participacoes Ltda; Investment Related: No; Business Address: Rua Surubim 504, Conj. 61, Sao Paulo, SP, Brazil, 04571050; Nature of the other business: Family Office (Owns Real Estate); Your position: Minority Shareholder; Start date: 08/07/2024; Approximate number of hours per month you devote to the outside business: 0 Hours; Number of hours you devote to this OBA during securities trading hours: 0 Hours; Duties: No duties relating to other business
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-02-21 |
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