Best Investors Account Sign in
Inactive

Dennis Coral

Coral Wealth Management, LLC

Miami, FL

Claim This Profile
Current Employers
Coral Wealth Management, Llc

20801 Biscayne Blvd. Suite 403, Miami, FL 33180 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2026-07-30
FL RA APPROVED 2026-06-01
  • TX RA
    APPROVED_RES
    Since 2026-07-30
  • FL RA
    APPROVED
    Since 2026-06-01

Branch Locations

20801 Biscayne Blvd. Suite 403, Miami, FL 33180 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action Yes
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Suntrust Investment Services, Inc. Atlanta GA 05/2014 01/2017
Suntrust Advisory Services Atlanta GA 08/2016 01/2017
Kovack Securities, Inc. Fort Lauderdale FL 01/2017 02/2017
Kovack Advisors, Inc Fort Lauderdale FL 01/2017 02/2017
International Assets Advisory, Llc Miami FL 03/2017 07/2020
International Assets Investment Management, Llc Miami FL 03/2017 07/2020
Coral Wealth Management, Llc Miami FL 01/2017 Present
Coral Wealth Management, Llc Miami FL 01/2020 Present
Previous Registrations
  • 2017-08-14 → 2020-07-20
    Miami, FL
    Orlando, FL
    Coral Springs, FL
    Miami, FL
  • 2017-01-11 → 2017-02-17
    Fort Lauderdale, FL
    Ft. Lauderdale, FL
  • 2016-08-18 → 2017-01-19
    Fort Lauderdale, FL
  • 2014-06-09 → 2016-12-31
    Truist Investment Services, Inc.
    Fort Lauderdale, FL
  • 2009-06-01 → 2014-04-29
    Aventura, FL
    Aventura, FL
  • 2007-04-02 → 2009-06-01
    Morgan Stanley & Co. Llc
    Aventura, FL
  • 2003-05-09 → 2007-04-02
    Morgan Stanley Dw Inc.
    Aventura, FL
    Hallandale, FL
    Hallandale, FL
Other Businesses

Mr. Coral is a life insurance agent that is a licensed professional who sells life insurance policies on behalf of one or more insurance carriers. Mr. Coral assist clients and provides financial guidance regarding their insurance decisions to help clients achieve their financial objectives. a. Dennis has been licensed as an insurance agent since 5/23/2003. b. Dennis spends about an hour per month assisting clients. c. Investment Related. d. 20801 Biscayne Blvd., Suite 403, Miami, FL 33180-1474

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2003-05-06
S63 Uniform Securities Agent State Law Examination 2002-11-08
  • S65 Uniform Investment Adviser Law Examination
    2003-05-06
  • S63 Uniform Securities Agent State Law Examination
    2002-11-08

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Miami, FL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor