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Alvaro Alexander Santana

Puente Wealth

San Diego, CA

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Current Employers
Puente Wealth

4225 Executive Square Suite 600, San Diego, CA 92037 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-07-20
  • CA RA
    APPROVED
    Since 2026-07-20

Branch Locations

4225 Executive Square Suite 600, San Diego, CA 92037 • 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
Puente Wealth Advisors, Llc San Diego CA 06/2026 Present
Menjal San Diego CA 01/2016 Present
U.S. Bank San Diego CA 01/2022 12/2024
Bank Of America San Diego CA 01/2020 12/2022
Wells Fargo San Diego CA 01/2018 12/2020
  • 06/2026 → Present
    Puente Wealth Advisors, Llc
    San Diego, CA
  • 01/2016 → Present
    Menjal
    San Diego, CA
  • 01/2022 → 12/2024
    U.S. Bank
    San Diego, CA
  • 01/2020 → 12/2022
    Bank Of America
    San Diego, CA
  • 01/2018 → 12/2020
    Wells Fargo
    San Diego, CA
Other Businesses

Menjal; non-investment related; 11 y o Plutarco Elías Calles 8220-Local 4, Zona Centro, 22000 Tijuana, B.C., Mexico; Restaurant; Owner; 01/2016; 10 hrs/mo; owner and operator of a restaurant in Tijuana, Mexico.

Designations

View on SEC IAPD

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