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Gladys Milagros Lopez

Amerant Investments, Inc.

Coral Gables, FL

Tampa, FL

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Current Employers
Amerant Investments, Inc.

220 Alhambra Circle 2Nd Floor, Coral Gables, FL 33134 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-12-22
  • FL RA
    APPROVED
    Since 2025-12-22

Branch Locations

220 Alhambra Circle 2Nd Floor, Coral Gables, FL 33134 • United States

501 E Jackson Street, Tampa, FL 33602 • 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
Suntrust Bank Tamopa FL 09/2016 11/2017
Fifth Third Bank Tampa FL 06/2014 08/2016
Suntrust Investment Services, Inc. Atlanta GA 11/2017 07/2021
Suntrust Bank Tampa FL 11/2017 07/2021
Suntrust Advisory Services, Inc. Atlanta GA 01/2020 07/2021
Wells Fargo Bank, Na Springhill FL 08/2021 11/2025
Wells Fargo Clearing Services, Llc Springhill FL 08/2021 11/2025
Amerant Investments, Inc. Coral Gables FL 11/2025 Present
  • 09/2016 → 11/2017
    Suntrust Bank
    Tamopa, FL
  • 06/2014 → 08/2016
    Fifth Third Bank
    Tampa, FL
  • 11/2017 → 07/2021
    Suntrust Investment Services, Inc.
    Atlanta, GA
  • 11/2017 → 07/2021
    Suntrust Bank
    Tampa, FL
  • 01/2020 → 07/2021
    Suntrust Advisory Services, Inc.
    Atlanta, GA
  • 08/2021 → 11/2025
    Wells Fargo Bank, Na
    Springhill, FL
  • 08/2021 → 11/2025
    Wells Fargo Clearing Services, Llc
    Springhill, FL
  • 11/2025 → Present
    Amerant Investments, Inc.
    Coral Gables, FL
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-06-10
S63 Uniform Securities Agent State Law Examination 2018-01-29
  • S65 Uniform Investment Adviser Law Examination
    2020-06-10
  • S63 Uniform Securities Agent State Law Examination
    2018-01-29
Other Names
  • Gladys M Sanchez Marrero
  • Gladys Milagros Lopez

View on SEC IAPD

Other Firms

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STIFEL, NICOLAUS & COMPANY, INCORPORATED
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
ACCUMULATOR OPERATIONS LLC
021 INVESTMENTS LLC
VIM WEALTH MANAGEMENT, LLC
CETERA INVESTMENT ADVISERS LLC
MORGAN STANLEY

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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