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Advisor at CORRALES & CO.
MIAMI, 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 |
|---|---|---|---|---|---|---|
| CORRALES & CO. | Independent wealth | Jan 21, 2025 | n/a | yes | MIAMI, FL | Current employment |
| COPE CONNELLY | Independent wealth | Jul 23, 2024 | Nov 7, 2024 | no | Miami Beach, FL|ARLINGTON, VA|WASHINGTON, DC | Previous registration |
| ML VENTURE GROUP LLC | n/a | Oct 25, 2022 | Jul 23, 2025 | no | HOLLYWOOD, FL | Previous registration |
| ALVARIUM INVESTMENT MANAGERS (US), LLC | Former SEC adviser | Sep 7, 2018 | Feb 7, 2022 | no | MIAMI, FL | Previous registration |
| UBS FINANCIAL SERVICES INC. | Wirehouse | Mar 11, 2013 | Mar 17, 2017 | no | MIAMI, FL | Previous registration |
| MORGAN STANLEY | Wirehouse | May 14, 2012 | Feb 12, 2013 | no | Aventura, FL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| ML VENTURE GROUP LLC | COPE CONNELLY | Jul 23, 2025 | Jul 23, 2024 | -365 | Firm change after gap | Other |
| COPE CONNELLY | CORRALES & CO. | Nov 7, 2024 | Jan 21, 2025 | 75 | Firm change | RIA to RIA |
| ALVARIUM INVESTMENT MANAGERS (US), LLC | ML VENTURE GROUP LLC | Feb 7, 2022 | Oct 25, 2022 | 260 | Firm change | Other |
| UBS FINANCIAL SERVICES INC. | ALVARIUM INVESTMENT MANAGERS (US), LLC | Mar 17, 2017 | Sep 7, 2018 | 539 | Firm change after gap | Wirehouse to RIA |
| MORGAN STANLEY | UBS FINANCIAL SERVICES INC. | Feb 12, 2013 | Mar 11, 2013 | 27 | Firm change | Wirehouse to wirehouse |