Jose A Santamaria

Current Employers

Employment History

• 07/2014 → 10/2021
  Compass Bank
  New York, NY
• 07/2014 → 09/2021
  Bbva Securities Inc.
  New York, NY
• 02/2015 → 09/2021
  Bbva Wealth Solutions Inc.
  New York, NY
• 10/2021 → 03/2022
  Pnc Private Bank
  New York, NY
• 03/2022 → 12/2023
  Zink Wealth Solutions Llc
  New York, NY
• 01/2023 → 12/2023
  Zink Wealth Solutions Llc
  New York, NY
• 04/2022 → 12/2023
  Zink Insurance Solutions
  Miami, FL
• 02/2024 → Present
  Fundamental Securities
  Miami, FL

Previous Registrations

• 2023-10-06 → 2024-01-10
  Zink Wealth Solutions Llc
  New York, NY
  Miami, FL
• 2015-02-13 → 2021-06-02
  Pnc Managed Account Solutions, Inc.
  New York, NY

Other Businesses

(1.) Fund@mental (App); Address: 8051 N Tamiami Trail. Suite E6. Sarasota, FL 34243; Nature of the business: Financial Technology Services; Title: Partner; Description: This is a wealth management informational platform and content repository owned by Platform FL, LLC; Since 04/2021; Investment Related: Yes; Number of hours per month during Non-Trading Hours: 2; Number of hours per month during Trading Hours: 0 (zero); Website: https://www.myfundamental.net/ (2.) Fundamental Investment Services LLC: Address: 207 West 110 Street, Apt 18, New York, NY 10026; Nature of business: Advisory Investment Services; Title: Managing Partner and Chief Investment Officer: Description: This entity is in the process of becoming a registered Registered Investment Advisor; Since 03/2024; Investment Related: Yes, Number of hours per month during Non-Trading Hours: 40; Number of hours per month during Trading Hours: 40; Website: https://www.myfundamental.net/ (3.)Cachalote; Address: Address: 207 West 110 Street, Apt 18, New York, NY 10026; Nature of business: Holding Company; Title: Owner: Description: This entity is a holding company for tax purposes; Since 04/2022; Investment Related: No, Number of hours per month during Non-Trading Hours: 1; Number of hours per month during Trading Hours: 0 (4.) Fundamental Distribution Services : 181 Crandon Blvd., Key Biscayne FL, 33149; Nature of Business: Fund Distribution Company: Title: Partner Description: Fund distribution Company; Investment Related: No; Number of hours per month during Non-Trading Hours: 60: Number of hours per month during Trading Hours: 20; Website: https://www.myfundamental.net/

Exams

• S65 Uniform Investment Adviser Law Examination
  2015-01-31
• S63 Uniform Securities Agent State Law Examination
  2007-03-26

Other Names

• Jose Alfredo Santamaria