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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-04-07 |
| FL | RA | APPROVED | 2021-04-06 |
Branch Locations
2333 Ponce De Leon Blvd. Suite 500, Coral Gables, FL 33134 • 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 |
|---|---|---|---|---|
| Ubs Financial Services Inc. | Coral Gables | FL | 01/2010 | 09/2016 |
| Wells Fargo Advisors, Llc | Coral Gables | FL | 09/2016 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Coral Gables | FL | 11/2016 | 04/2021 |
| Raymond James & Associates Inc | Miami | FL | 04/2021 | Present |
GUARDIANSHIP FOR MOTHER; INV. RELATED; MIAMI, FL; START DATE 8/2019; 720 HRS PER MONTH; 24 HRS DURING TRADING.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-01-28 |
| S63 | Uniform Securities Agent State Law Examination | 1989-03-13 |
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