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Tomas Ulla

My Investment Path

Coral Gables, FL

Coral Gables, FL

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Current Employers
My Investment Path

2525 Ponce De Leon Suite 300, Coral Gables, FL 33136 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-08-19
  • FL RA
    APPROVED
    Since 2026-08-19

Branch Locations

2525 Ponce De Leon Suite 300, Coral Gables, FL 33136 • UNITED STATES

2525 Ponce De Leon Suite 300, Coral Gables, FL 33136 • 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
Rv Owens Strategic Group Miami FL 09/2025 05/2026
St. Thomas University Miami FL 08/2024 05/2026
University Of Northwestern Ohio Lima OH 08/2022 08/2024
Lassen Community College Susanville CA 09/2021 08/2022
Escuela Superior De Comercio Manuel Belgrano Cordoba 03/2012 12/2018
Unemployed Cordoba 12/2018 08/2022
Agp Boca Raton FL 06/2026 07/2026
My Investment Path Coral Gables FL 07/2026 Present
  • 09/2025 → 05/2026
    Rv Owens Strategic Group
    Miami, FL
  • 08/2024 → 05/2026
    St. Thomas University
    Miami, FL
  • 08/2022 → 08/2024
    University Of Northwestern Ohio
    Lima, OH
  • 09/2021 → 08/2022
    Lassen Community College
    Susanville, CA
  • 03/2012 → 12/2018
    Escuela Superior De Comercio Manuel Belgrano
    Cordoba
  • 12/2018 → 08/2022
    Unemployed
    Cordoba
  • 06/2026 → 07/2026
    Agp
    Boca Raton, FL
  • 07/2026 → Present
    My Investment Path
    Coral Gables, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-08-17
  • S66 Uniform Combined State Law Examination
    2026-08-17

View on SEC IAPD

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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

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