Wealth Management Providers

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Page 5 of 32

Professional	Firm & role	Office	Focus
BT Brian Thomas AmatoHistorical record	Cadaret, Grant & Co., Inc.Advisor	Boca RatonFlorida	Wealth management
BH Bruce Harvey OlephantHistorical record	Oppenheimer & Co. Inc.Financial Advisor, Senior Director - Investments	Boca RatonFlorida	Wealth management
BS Bruce Scott LubatkinHistorical record	LPL Financial LLCAdvisor	Delray BeachFlorida	Wealth management
CA Carlos A FerreiraHistorical record	Deutsche Bank Securities Inc.Vice President	MiamiFlorida	Wealth management
CA Carlos Antonio Dominguez-GilHistorical record	Citigroup Global Markets Inc.Senior Vice President	MiamiFlorida	Financial services
CE Carlos Enrique McGrathHistorical record	Citigroup Global Markets Inc.Director	MiamiFlorida	Financial services
CM Carmen Milagros MarreroHistorical record	UBS Financial Services Inc.Financial professional	MiamiFlorida	Financial services
CG Casper GimandHistorical record	Jefferies LLCFinancial professional	MiamiFlorida	Financial services
CM Cecilia Montero DeGrelleHistorical record	Morgan StanleyFinancial professional	MiamiFlorida	Financial services
CF Charlene Faith WilsonHistorical record	G. A. Repple & CompanyFinancial professional	CasselberryFlorida	Financial services
CB Charles Butali WanyamaHistorical record	Newbridge Securities CorporationVice President	Boca RatonFlorida	Financial services
CC Charles Calogero LociceroHistorical record	Citizens Securities, Inc.Bank Advisor	West Palm BeachFlorida	Wealth management

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