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Advisor at FIVENCA ASSET MANAGEMENT
Miami, FL | 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 |
|---|---|---|---|---|---|---|
| FIVENCA ASSET MANAGEMENT | Former SEC adviser | Apr 15, 2024 | n/a | yes | MIAMI, FL|Miami, FL | Current employment |
| AUREANA CAPITAL MANAGEMENT, LLC | Asset manager | Jul 20, 2024 | Aug 31, 2025 | no | CLINTON CORNERS, NY|Westport, CT | Previous registration |
| ALCALA MULTI FAMILY OFFICE | Former SEC adviser | Feb 28, 2024 | Dec 31, 2025 | no | NEW YORK, NY|Westport, CT | Previous registration |
| PUENTE ASESORAMIENTO DE INVERSIONES, LLC | Former SEC adviser | Jul 6, 2023 | Sep 28, 2023 | no | MIAMI, FL|Easton, CT | Previous registration |
| LAZARI CAPITAL MANAGEMENT, INC. | Independent wealth | Apr 17, 2023 | Jul 19, 2024 | no | BURBANK, CA|EASTON, CT | Previous registration |
| INNOVA ADVISORS | Other adviser | Jan 13, 2023 | Nov 16, 2023 | no | CORAL GABLES, FL|Easton, CT | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| ALCALA MULTI FAMILY OFFICE | FIVENCA ASSET MANAGEMENT | Dec 31, 2025 | Apr 15, 2024 | -625 | Firm change after gap | Other |
| AUREANA CAPITAL MANAGEMENT, LLC | n/a | Aug 31, 2025 | n/a | n/a | Departure no registered destination | Departure |
| LAZARI CAPITAL MANAGEMENT, INC. | PUENTE ASESORAMIENTO DE INVERSIONES, LLC | Jul 19, 2024 | Jul 6, 2023 | -379 | Firm change after gap | Other |
| INNOVA ADVISORS | LAZARI CAPITAL MANAGEMENT, INC. | Nov 16, 2023 | Apr 17, 2023 | -213 | Firm change after gap | RIA to RIA |
| PUENTE ASESORAMIENTO DE INVERSIONES, LLC | ALCALA MULTI FAMILY OFFICE | Sep 28, 2023 | Feb 28, 2024 | 153 | Firm change | Other |