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220 Alhambra Circle 2Nd Floor, Coral Gables, FL 33134 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-01-21 |
Branch Locations
220 Alhambra Circle 2Nd Floor, Coral Gables, FL 33134 • United States
220 Alhambra Circle 2Nd Floor, Coral Gables, FL 33134 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citigroup | Miami | FL | 10/2014 | 07/2020 |
| Amerant Investments, Inc | Coral Gables | FL | 11/2021 | Present |
| Unemployed | Miami | FL | 08/2020 | 11/2021 |
Rep was designated as Manager on, MONTOYA INVESTMENTS ORLANDO LLC, a company created on 04/22/2022 and 2448 Reading LLC, a company created on 09/10/2024 both to hold real estate property. Investment properties for which rep will receive rental income. Rep will not dedicate time during securities trading hours to this investment property as the property management company in charge, will communicate with tenants.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-05-16 |
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