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Advisor at AMERANT INVESTMENTS, INC.
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 |
|---|---|---|---|---|---|---|
| AMERANT INVESTMENTS, INC. | Independent wealth | Mar 23, 2026 | n/a | yes | CORAL GABLES, FL|CORAL GABLES, FL | Current employment |
| PUENTE ASESORAMIENTO DE INVERSIONES, LLC | Former SEC adviser | Aug 19, 2025 | Feb 23, 2026 | no | MIAMI, FL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| PUENTE ASESORAMIENTO DE INVERSIONES, LLC | AMERANT INVESTMENTS, INC. | Feb 23, 2026 | Mar 23, 2026 | 28 | Firm change | Other |