Roberto Isasi

Current Employers

Employment History

• 06/2022 → 04/2023
  Davivienda Investment Advisor Usa Llc
  Miami, FL
• 08/2021 → 05/2022
  Unemployed
  Weston, FL
• 01/2012 → 07/2021
  Amerant Bank, N.A.
  Coral Gables, FL
• 09/2023 → Present
  Portfolio Resources Group, Inc.
  Coral Gables, FL
• 09/2023 → Present
  Portfolio Resources Advisor Group, Inc.
  Coral Gables, FL
• 05/2023 → 08/2023
  Unemployed
  Weston, FL

Previous Registrations

• 2023-02-25 → 2023-04-20
  Davivienda Advisors
  Miami, FL
  Weston, FL
• 2004-11-22 → 2020-03-19
  Amerant Investments, Inc.
  Coral Gables, FL

Other Businesses

1. Unikemia, SL, Non-Investment Related; Calle Jose de Ortega y Gasset, 42,28006 Madrid, Spain; Nature of Business: Professional Education (EdTech); Position: Partner/Director; Start Date: January 2018; Hours/Month Devoted: 1 hr; Hours Devoted During Trading Hours: 0; Duties: Member of the Board of Directors (Consejo de Administracion). 2. Uster Advisors LLC; Non-Investment Related; Address: 304 Indian Trace. PMB #743, Weston, FL 33326; Nature of Business: Management and Business Consulting; Position: Member/Manager; Start Date: February 2022; Hours/Month Devoted: 2 hrs; Hours Devoted During Trading Hours: 0; Duties: Provide Consulting Services to Clients and Managing Member.

Exams

• S63 Uniform Securities Agent State Law Examination
  2003-01-22

Designations

Other Names

• Roberto Isasi Vantini
• Roberto Isasi
• Roberto Isasivantini