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Michelle Mireles Soto

Biltmore Family Office, LLC

Orlando, FL

Charlotte, NC

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Current Employers
Biltmore Family Office, Llc

500 East Boulevard, Charlotte, NC 28203 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2024-02-14
NC RA APPROVED 2024-02-06
  • FL RA
    APPROVED
    Since 2024-02-14
  • NC RA
    APPROVED
    Since 2024-02-06

Branch Locations

1000 Legion Place Suite 1250, Orlando, FL 32801 • United States

500 East Boulevard, Charlotte, NC 28203 • 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
Commerce National Bank & Trust Winter Park FL 06/2009 12/2018
Trivergent Trust Company, Llc Winter Park FL 01/2019 01/2024
Biltmore Family Office, Llc Charlotte NC 01/2024 Present
  • 06/2009 → 12/2018
    Commerce National Bank & Trust
    Winter Park, FL
  • 01/2019 → 01/2024
    Trivergent Trust Company, Llc
    Winter Park, FL
  • 01/2024 → Present
    Biltmore Family Office, Llc
    Charlotte, NC
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2007-12-18
  • S65 Uniform Investment Adviser Law Examination
    2007-12-18
Designations
Other Names
  • Michelle Lynn Mireles
  • Michelle Lynn Bermudez

View on SEC IAPD

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