Gerardo Ernesto Moya

Current Employers

Employment History

• 05/2007 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Coral Gables, FL
• 02/2012 → Present
  Bank Of America, N.A.
  Coral Gables, FL

Other Businesses

I*789257 Entity Type: Entity For Profit Name of outside business organization: Lux Mountain Ventures LLC Investment related: Yes Address of business: Pinecrest, Florida, 33156 Position, title, association: General Partner/Managing Member Start date of relationship: 3/30/2022 Number of hours devoted: 5 hrs Yearly Number of hours devoted during trading hours: 1 hr annually Duties: Purpose: Residential Real estate holding company. I*3639303 Entity Type: Not for Profit Name of OBA: Exit Planning Institute Address: Westlake, Ohio, 44145 Investment Related: No Position, Title, Association: Board Member Employee Start Date: 08/03/2026 Number of Hours: 2, Monthly Number of Hours during trading: 0.01, Monthly Duties: The Exit Planning Institute® (EPI) equips advisors with the education, language, tools, and community essential for becoming a more valued and trusted advisor. By educating on how to help business owners drive value into their companies while aligning their business, personal, and financial goals, EPI empowers advisors to enhance their effectiveness and deepen their relationships with clients. The Institute is planning to launch a new local Chapter in Miami. They are looking for members interested and willing to participate on the local (Miami) board. My goal would be to participate in their board and help organize events to engage with COI in our local area. Since the Chapter is still not operating, I currently do not hold any active position in it.

Exams

• S66 Uniform Combined State Law Examination
  2007-07-30

Other Names

• Gerardo Ernesto Garcia