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Current Employers
Puente Asesoramiento De Inversiones, Llc

801 Brickell Avenue Suite 2010, Miami, FL 33131 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-03-04
  • FL RA
    APPROVED
    Since 2026-03-04

Branch Locations

801 Brickell Avenue Suite 2010, Miami, FL 33131 • 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
Santander International Private Banking Miami FL 11/2013 12/2024
Santander Securities, Llc Boston MA 09/2015 12/2024
N/A Miami FL 01/2025 03/2025
Puente Servicios Financieros Llc Miami FL 04/2025 09/2025
N/A Miami FL 09/2025 01/2026
Puente Servicios Financieros Llc Miami FL 02/2026 Present
Puente Asesoramiento De Inversiones, Llc Miami FL 02/2026 Present
  • 11/2013 → 12/2024
    Santander International Private Banking
    Miami, FL
  • 09/2015 → 12/2024
    Santander Securities, Llc
    Boston, MA
  • 01/2025 → 03/2025
    N/A
    Miami, FL
  • 04/2025 → 09/2025
    Puente Servicios Financieros Llc
    Miami, FL
  • 09/2025 → 01/2026
    N/A
    Miami, FL
  • 02/2026 → Present
    Puente Servicios Financieros Llc
    Miami, FL
  • 02/2026 → Present
    Miami, FL
Other Businesses

1) TFOFlorida, LLC, Managing Member, LLC established for property rental, not investment related, start date April 3, 2024, Miami, FL, One hour a month, none during trading hours. 2) Financial Advisor Associate at Puente Asesoramiento de Inversiones, LLC; Investment Related; Affiliated Investment Adviser of Puente Servicios Financieros LLC; Start Date: 02/2026; Address: 801 Brickell Ave, Suite 2010. Miami, FL 33131

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-12-08
  • S66 Uniform Combined State Law Examination
    2025-12-08
Other Names
  • Alonso San Roman
  • Jorge Alonso San Roman
  • Jorge Alonso San Roman

View on SEC IAPD

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