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2811 Ponce De Leon Blvd. Suite 710, Coral Gables, FL 33134 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-03-25 |
Branch Locations
2811 Ponce De Leon Blvd. Suite 710, Coral Gables, FL 33134 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Puente Corredor De Bolsa S.A. | Montevideo | 12/2014 | 03/2020 | |
| Puente Servicios Financieros Llc | Miami | FL | 03/2020 | 01/2026 |
| Puente Asesoramiento De Inversiones Llc | Miami | FL | 05/2021 | 01/2026 |
| Balanz Capital Usa, Llc | Coral Gables | FL | 02/2026 | Present |
| Balanz Advisors, Llc | Coral Gables | FL | 02/2026 | Present |
Balanz Advisors, LLC; Investment Related; Coral Gables, FL; Affiliated Investment Adviser; Head of Wealth Management - Balanz Global; Start Date: 02/2026;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-05-08 |
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