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Daniela De Castro Martins

Mariner

Coral Gables, FL

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Current Employers
Mariner

5700 W. 112Th Street Suite 500, Overland Park, KS 66211 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2019-07-15
  • FL RA
    APPROVED
    Since 2019-07-15

Branch Locations

800 S. Douglas Road Suite 900, 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
Insight Securities, Inc. Coral Gables FL 10/2016 12/2017
Arbitrage Consulting Llc Miami FL 01/2015 09/2016
Mariner Wealth Advisors Coral Gables FL 07/2019 Present
Unemployed Miami FL 01/2018 06/2019
Msec, Llc Coral Gables FL 10/2019 Present
  • 10/2016 → 12/2017
    Insight Securities, Inc.
    Coral Gables, FL
  • 01/2015 → 09/2016
    Arbitrage Consulting Llc
    Miami, FL
  • 07/2019 → Present
    Mariner Wealth Advisors
    Coral Gables, FL
  • 01/2018 → 06/2019
    Unemployed
    Miami, FL
  • 10/2019 → Present
    Msec, Llc
    Coral Gables, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-11-19
S63 Uniform Securities Agent State Law Examination 2014-05-12
  • S65 Uniform Investment Adviser Law Examination
    2018-11-19
  • S63 Uniform Securities Agent State Law Examination
    2014-05-12
Other Names
  • Daniela De Castro Martins Beraldo
  • Daniela Beraldo

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

More in Coral Gables, FL

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