Best Investors
Account
Sign in
Best Investors
Account
Sign in
220 Alhambra Circle 2Nd Floor, Coral Gables, FL 33134 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-03-23 |
Branch Locations
220 Alhambra Circle 2Nd Floor, Coral Gables, FL 33134 • United States
220 Alhambra Circle 2Nd Floor, Coral Gables, FL 33134 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Utsa | San Antonio | TX | 08/2020 | 06/2024 |
| Proficient Benefits Solutions | San Antonio | TX | 02/2022 | 05/2022 |
| Fully Promoted | San Antonio | TX | 08/2022 | 12/2022 |
| N/A | San Antonio | TX | 01/2015 | 07/2020 |
| Foot Locker | San Antonio | TX | 10/2019 | 03/2021 |
| Marshalls | San Antonio | TX | 04/2021 | 10/2021 |
| Parra & Co | San Antonio | TX | 10/2021 | 01/2022 |
| Student Choice Credit Union | San Antonio | TX | 06/2023 | 08/2023 |
| Wallis Bank | San Antonio | TX | 06/2024 | 10/2024 |
| Puente Servicios Financieros Llc | Miami | FL | 11/2024 | 02/2026 |
| Puente Asesoramiento De Inversiones, Llc | Miami | FL | 08/2025 | 02/2026 |
| Amerant Investments, Inc. | Miami | FL | 02/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-08-05 |
Reach out to this advisor