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Baylor Ann Lancaster-Samuel

Amerant Investments, Inc.

Coral Gables, FL

Coral Gables, FL

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Current Employers
Amerant Investments, Inc.

220 Alhambra Circle 2Nd Floor, Coral Gables, FL 33134 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2022-11-07
  • FL RA
    APPROVED
    Since 2022-11-07

Branch Locations

220 Alhambra Circle 2Nd Floor, Coral Gables, FL 33134 • United States

220 Alhambra Circle 2Nd Floor, Coral Gables, FL 33134 • 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
Amerant Investments, Inc. Coral Gables FL 10/2021 03/2023
1919 Investment Counsel Baltimore MD 09/2019 10/2021
Cv Advisors Aventura FL 06/2016 05/2019
Unemployed Miami FL 06/2019 09/2019
Amerant Investments Inc Coral Gables FL 03/2023 Present
  • 10/2021 → 03/2023
    Amerant Investments, Inc.
    Coral Gables, FL
  • 09/2019 → 10/2021
    1919 Investment Counsel
    Baltimore, MD
  • 06/2016 → 05/2019
    Cv Advisors
    Aventura, FL
  • 06/2019 → 09/2019
    Unemployed
    Miami, FL
  • 03/2023 → Present
    Amerant Investments Inc
    Coral Gables, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-11-03
  • S66 Uniform Combined State Law Examination
    2022-11-03
Other Names
  • Baylor Ann Lancaster

View on SEC IAPD

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021 INVESTMENTS LLC
VIM WEALTH MANAGEMENT, LLC
CETERA INVESTMENT ADVISERS LLC
MORGAN STANLEY

Other Investors

MIGUEL ANGEL VIYELLA
SONNIA VIYELLA
SERGIO MARISCAL LOZANO
Heidy Frank
CHRISTOPHER JOHN BRUCE
JUAN PABLO MILITELLO
ANNE-SOPHIE M COLAS
LAURA STECKLER

Other Offices

RAYMOND JAMES & ASSOCIATES, INC. · CORAL GABLES, FL
STIFEL, NICOLAUS & COMPANY, INCORPORATED · Coral Gables, FL
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · CORAL GABLES, FL
ACCUMULATOR OPERATIONS LLC · CORAL GABLES, FL
021 INVESTMENTS LLC · MIAMI, FL
VIM WEALTH MANAGEMENT, LLC · CORAL GABLES, FL
CETERA INVESTMENT ADVISERS LLC · Coral Gables, FL
VIM WEALTH MANAGEMENT, LLC · Coral Gables, FL

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