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1688 Meridian Avenue 7Th Floor, Suite 700, Miami Beach, FL 33139 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2018-07-13 |
| CA | RA | APPROVED | 2015-09-10 |
| FL | RA | APPROVED | 2013-05-30 |
Branch Locations
1688 Meridian Avenue 7Th Floor, Suite 700, Miami Beach, FL 33139 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Vesta Wealth Management, Llc | Miami | FL | 05/2013 | Present |
Daniele Ghiotti is a licensed insurance agent. He provides insurance needs analysis to those of Vesta Wealth's financial advisory clients that request such services and is licensed to recommend and facilitate sales of insurance products to Vesta Wealth Management clients. Mr. Ghiotti also is an owner and principal of YBP1194, LLC, a limited liability company that owns and operates a real estate property. He spends approximately 4 hours of personal time per month on this business activity in non-securities market hours.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2004-06-16 |
| S65 | Uniform Investment Adviser Law Examination | 2002-04-01 |
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