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20900 Ne 30 Avenue Suite 311, Aventura, FL 33180 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-10-30 |
Branch Locations
20900 Ne 30 Avenue Suite 311, Aventura, FL 33180 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | New York | NY | 01/2022 | 01/2024 |
| Morgan Stanley | Miami | FL | 09/2021 | 12/2021 |
| Seaview Investment Managers | Miami | FL | 01/2021 | 08/2021 |
| Amerant Bank | Miami | FL | 12/2019 | 03/2021 |
| Wayfair | Boston | MA | 02/2019 | 10/2019 |
| Bloomkonnect | Boston | MA | 08/2018 | 01/2019 |
| Santander Private Banking International | Miami | FL | 05/2017 | 08/2017 |
| Unemployed | Miami | FL | 04/2020 | 12/2020 |
| Suffolk University | Boston | MA | 08/2014 | 05/2018 |
| Larrainvial Securities Us Llc | Miami | FL | 01/2024 | 09/2024 |
| N/A | Miami | FL | 09/2024 | 12/2024 |
| Puente Servicios Financieros Llc | Miami | FL | 12/2024 | 07/2025 |
| Puente Asesoramiento De Inversiones, Llc | Miami | FL | 12/2024 | 07/2025 |
| Activest Wealth Management, Llc | Aventura | FL | 09/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-05-20 |
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