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Inactive

David Rafael Mejia

We Family Offices

Coral Gables, FL

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Current Employers
We Family Offices

2811 Ponce De Leon Blvd Suite 840, Coral Gables, FL 33134 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APP_PEND_IARCE 2026-01-01
  • FL RA
    APP_PEND_IARCE
    Since 2026-01-01

Branch Locations

2811 Ponce De Leon Blvd Suite 840, 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
We Family Offices Llc Miami FL 10/2020 02/2022
Saaga Family Wealth Miami FL 02/2020 10/2020
Unemployed Miami FL 12/2019 02/2020
Trillium Trading Miami FL 09/2018 12/2019
Unemployed Miami FL 05/2018 09/2018
Hartfield, Titus & Donnely Jersey City NJ 06/2017 07/2017
Hartfield, Titus & Donnelly Jersey City NJ 06/2016 07/2017
Full Time Student Miami FL 03/2011 05/2018
We Family Offices Llc Miami FL 05/2023 Present
Northern Trust Miami FL 02/2022 05/2023
  • 10/2020 → 02/2022
    We Family Offices Llc
    Miami, FL
  • 02/2020 → 10/2020
    Saaga Family Wealth
    Miami, FL
  • 12/2019 → 02/2020
    Unemployed
    Miami, FL
  • 09/2018 → 12/2019
    Trillium Trading
    Miami, FL
  • 05/2018 → 09/2018
    Unemployed
    Miami, FL
  • 06/2017 → 07/2017
    Hartfield, Titus & Donnely
    Jersey City, NJ
  • 06/2016 → 07/2017
    Hartfield, Titus & Donnelly
    Jersey City, NJ
  • 03/2011 → 05/2018
    Full Time Student
    Miami, FL
  • 05/2023 → Present
    We Family Offices Llc
    Miami, FL
  • 02/2022 → 05/2023
    Northern Trust
    Miami, FL
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-04-26
  • S65 Uniform Investment Adviser Law Examination
    2021-04-26
Other Names
  • David Rafael Mejia

View on SEC IAPD

Other Firms

RAYMOND JAMES & ASSOCIATES, INC.
STIFEL, NICOLAUS & COMPANY, INCORPORATED
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
ACCUMULATOR OPERATIONS LLC
021 INVESTMENTS LLC
VIM WEALTH MANAGEMENT, LLC
CETERA INVESTMENT ADVISERS LLC
AMERANT INVESTMENTS, INC.

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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