Fiscal Year

2024

Case Number

A-22178-79335

Case Status

Certified-Expired

Received Date

2022-08-02

Decision Date

2023-11-28

Refile

N

Original File Date

2024-01-01 00:20:50

Previous SWA Case Number State

Schedule A Sheepherder

N

Employer Name

Andbanc Wealth Management LLC

Employer Name Slug

andbanc-wealth-management-llc

Employer Address 1

1221 Brickell Avenue

Employer Address 2

Suite 1050

Employer City

Miami

Employer City Slug

miami

Employer State

FLORIDA

Employer State Slug

florida

Employer Country

UNITED STATES OF AMERICA

Employer Postal Code

33131

Employer Phone

3057020601

Employer Number of Employees

18

Employer Year Commenced Business

2010

NAICS Code

523920

FW Ownership Interest

N

Employer Contact Name

Marisa Ramaglia

Employer Contact Address 1

201 S. Biscayne Blvd

Employer Contact Address 2

Suite 1210

Employer Contact City

Miami

Employer Contact State/Province

FLORIDA

Employer Contact Country

UNITED STATES OF AMERICA

Employer Contact Postal Code

33131

Employer Contact Phone

305-507-1059

Employer Contact Email

mramaglia@awm.us.com

Agent Attorney Name

Roxanne H Levine

Agent Attorney Firm Name

Tarter Krinsky Drogin LLP

Agent Attorney Phone

(212) 216-1122

Agent Attorney Address 1

1350 Broadway

Agent Attorney Address 2

11th Floor

Agent Attorney City

New York

Agent Attorney State/Province

NEW YORK

Agent Attorney Country

UNITED STATES OF AMERICA

Agent Attorney Postal Code

10018

Agent Attorney Email

rlevine@tarterkrinsky.com

PW Track Number

P10021257583363

PW SOC Code

41-3031

PW SOC Title

Securities, Commodities, and Financial Services Sales Agents

PW Skill Level

Level IV

PW Wage

114795.00

PW Unit of Pay

Year

PW Wage Source

OES

PW Determination Date

2022-03-16

PW Expiration Date

2022-06-30

Wage Offer From

114795.00

Wage Offer To

0.00

Average Salary

114795.00

Wage Unit of Pay

Year

Worksite Address 1

201 South Biscayne Boulevard

Worksite Address 2

Suite 1210

Worksite City

Miami

Worksite City Slug

miami

Worksite State

FLORIDA

Worksite Postal Code

33131

Job Title

Portfolio Analyst

Job Title Slug

portfolio-analyst

Minimum Education

None

Major Field of Study

Required Training

N

Required Experience

Y

Required Experience Months

60

Accept Alternative Field of Study

N

Accept Alternative Major Field of Study

Accept Alternative Combination

N

Accept Alternative Combination Education

Accept Alternative Combination Education Years

Accept Foreign Education

Y

Accept Alternative Occupation

Y

Accept Alternative Occupation Months

60

Accept Alternative Job Title

managing or providing oversight of portfolios of at least 100 million in the aggregate

Job Opportunity Requirements Normal

Y

Foreign Language Required

N

Specific Skills

Five years experience in the job offered or 5 years of progressively responsible professional experience in managing or providing oversight of portfolios of at least 100 million in the aggregate. CFA certification required; demonstrated knowledge of Bloomberg system, including the API application for Excel.

Combination Occupation

N

Offered to Applicant Foreign Worker

Y

Foreign Worker Live on Premises

N

Foreign Worker Live in Domestic Service

N

Foreign Worker Live in Domestic Service Count

Professional Occupation

Y

Application for College/University Teacher

N

SWA Job Order Start Date

2022-03-21

SWA Job Order End Date

2022-04-21

Sunday Edition Newspaper

Y

First Newspaper Name

Miami Herald

First Advertisement Start Date

2022-04-24

Second Newspaper Ad Name

Miami Herald

Second Advertisement Type

Newspaper

Second Ad Start Date

2022-05-01

Employer Website From Date

2024-01-01 00:20:50

Employer Website To Date

2024-01-01 00:20:50

Professional Organization Ad From Date

2024-01-01 00:20:50

Professional Organization Advertisement To Date

2024-01-01 00:20:50

Job Search Website From Date

2022-04-20

Job Search Website To Date

2022-05-03

Employee Referral Program From Date

2024-01-01 00:20:50

Employee Referral Program To Date

2024-01-01 00:20:50

Local Ethnic Paper From Date

2022-05-05

Local Ethnic Paper To Date

2022-05-05

Radio/TV Ad From Date

2022-04-25

Radio/TV Ad To Date

2022-04-25

Employer Received Payment

N

Posted Notice at Worksite

Y

Layoff in Past Six Months

N

Country of Citizenship

SPAIN

Foreign Worker Birth Country

SPAIN

Class of Admission

E-2

Foreign Worker Education

Other

Foreign Worker Information: Major

CHARTERED FINANCIAL ANALYST

Foreign Worker Years of Education Completed

2018

Foreign Worker Institution of Education

CFA INSTITUTE

Foreign Worker Education Institution Address 1

915 E. HIGH STREET

Foreign Worker Education Institution Address 2

Foreign Worker Education Institution City

CHARLOTTESVILLE

Foreign Worker Education Institution State/Province

VA

Foreign Worker Education Institution Country

UNITED STATES OF AMERICA

Foreign Worker Education Institution Postal Code

22902

Foreign Worker Experience with Employer

N

Foreign Worker Employer Pays for Education

N

Foreign Worker Currently Employed

N

Employer Completed Application

N

Preparer Name

Roxanne Levine

Preparer Title

Partner

Preparer Email

rlevine@tarterkrinsky.com

Employer Information Declaration Name

Marisa Ramaglia

Employer Information Declaration Title

Human Resource Manager