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Advisor at MAXIMAI INVESTMENT PARTNERS, LLC
CORAL GABLES, FL
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| MAXIMAI INVESTMENT PARTNERS, LLC | Independent wealth | Oct 31, 2025 | n/a | yes | CORAL GABLES, FL | Current employment |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Aug 25, 2004 | Sep 12, 2016 | no | MIAMI, FL|MIAMI, FL|MIAMI, FL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | MAXIMAI INVESTMENT PARTNERS, LLC | Sep 12, 2016 | Oct 31, 2025 | 3,336 | Firm change after gap | Wirehouse to RIA |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 7691:284919:FL:2016-09-12 | Sep 12, 2016 | Oct 31, 2025 | MIAMI, FL | Firm change after gap |