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Ivan Miguel Mendoza

Mendoza Private Wealth

North Miami, FL

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Current Employers
Mendoza Private Wealth

1801 Ne 123Rd Street Suite 314, North Miami, FL 33181 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2026-02-02
FL RA APPROVED 2024-01-19
  • TX RA
    APPROVED_RES
    Since 2026-02-02
  • FL RA
    APPROVED
    Since 2024-01-19

Branch Locations

1801 Ne 123Rd Street Suite 314, North Miami, FL 33181 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Wells Fargo Advisors Financial Network, Llc Aventura FL 04/2016 01/2024
Mendoza Private Wealth North Miami FL 03/2016 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2012-01-21
S63 Uniform Securities Agent State Law Examination 2000-04-20
S65 Uniform Investment Adviser Law Examination 1999-11-16
  • S66 Uniform Combined State Law Examination
    2012-01-21
  • S63 Uniform Securities Agent State Law Examination
    2000-04-20
  • S65 Uniform Investment Adviser Law Examination
    1999-11-16
Designations

View on SEC IAPD

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