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12555 Manchester Rd, St. Louis, MO 63131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-04-26 |
| FL | RA | APPROVED | 2024-01-16 |
Branch Locations
255 Alhambra Circle Suite 120, Coral Gables, FL 33134 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Miami | FL | 06/2009 | 12/2017 |
| Morgan Stanley Private Bank, N.A. | New York | NY | 01/2015 | 12/2017 |
| Northern Trust Bank | Miami | FL | 12/2017 | 10/2023 |
| Edward Jones | St Louis | MO | 01/2024 | Present |
Agrupacion Catolica Universitaria Inc. Type: Date: 12/01/23 Title: Vice President Trad Hrs: 0 Tot Hrs: 0 Desc: Vice President Bi Weekly meetings After hours City-State: Miami FL **** "Amando Llorente Foundation Type: Date: 03/01/23 Title: Investment Committee Trad Hrs: 0 Tot Hrs: 0 Desc: Quarterly Meetings City-State: Miami FL" **** "Franciscan Friars of the Renewal Type: Date: 03/01/23 Title: Investment Committee Trad Hrs: 0 Tot Hrs: 0 Desc: Quarterly Investment Committee meetings after hours. City-State: Bronx NY"
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-11-10 |
| S63 | Uniform Securities Agent State Law Examination | 1998-07-29 |
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