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540 Madison Ave. 9Th Floor, New York, NY 10022 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2020-08-11 |
| TX | RA | APPROVED | 2020-04-27 |
Branch Locations
One Alhambra Plaza, Coral Gables, FL 33134 • United States
540 Madison Ave. 9Th Floor, New York, NY 10022 • United States
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Coral Gables | FL | 11/2013 | 04/2020 |
| Bank Of America, N.A. | Coral Gables | FL | 12/2013 | 04/2020 |
| Snowden Lane Partners | New York | NY | 04/2020 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-11-18 |
| S63 | Uniform Securities Agent State Law Examination | 1994-09-15 |
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