Best Investors Account Sign in
Inactive

Santiago Mosquera

Cwa Asset Management Group

Naples, FL

Claim This Profile
Current Employers
Cwa Asset Management Group

9130 Galleria Court Third Floor, Naples, FL 34109 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2023-08-01
  • FL RA
    APPROVED
    Since 2023-08-01

Branch Locations

9130 Galleria Court Third Floor, Naples, FL 34109 • 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
Cwa Asset Management Group, Llc Naples FL 06/2023 Present
Florida Gulf Coast University Fort Myers FL 01/2023 06/2023
Md Solutions Cape Coral FL 08/2022 01/2023
Anchor Business Valuation Naples FL 05/2022 08/2022
Bj's Restaurant & Brewhouse Fort Myers FL 01/2022 06/2022
Florida Gulf Coast University Fort Myers FL 08/2021 01/2022
Pizzacraft Fort Lauderdale Llc Fort Lauderdale FL 02/2021 08/2021
Anthony's Pronto Kitchen Fort Lauderdale FL 09/2018 02/2021
Stranahan High School Fort Lauderdale FL 08/2016 05/2020
  • 06/2023 → Present
    Cwa Asset Management Group, Llc
    Naples, FL
  • 01/2023 → 06/2023
    Florida Gulf Coast University
    Fort Myers, FL
  • 08/2022 → 01/2023
    Md Solutions
    Cape Coral, FL
  • 05/2022 → 08/2022
    Anchor Business Valuation
    Naples, FL
  • 01/2022 → 06/2022
    Bj's Restaurant & Brewhouse
    Fort Myers, FL
  • 08/2021 → 01/2022
    Florida Gulf Coast University
    Fort Myers, FL
  • 02/2021 → 08/2021
    Pizzacraft Fort Lauderdale Llc
    Fort Lauderdale, FL
  • 09/2018 → 02/2021
    Anthony's Pronto Kitchen
    Fort Lauderdale, FL
  • 08/2016 → 05/2020
    Stranahan High School
    Fort Lauderdale, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-07-26
  • S65 Uniform Investment Adviser Law Examination
    2023-07-26

View on SEC IAPD

Other Firms

TRUIST ADVISORY SERVICES, INC.
WELLS FARGO CLEARING SERVICES, LLC
J.P. MORGAN SECURITIES LLC
SYNOVUS SECURITIES, INC.
LPL FINANCIAL LLC
CAPITAL WEALTH PLANNING, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
NTV FRONTIER MANAGEMENT

Other Investors

JENNIFER ERNA MCMANUS
RUDINA RUCI
SALWA AMEEN
SAEGER CAY OLSEN
MIGUEL ALEJANDRO ALVAREZ
Manuel Espinosa
Ethan Nathaniel Stern
DAVID MATTHEW WHITTAKER

Other Offices

TRUIST ADVISORY SERVICES, INC. · NAPLES, FL
TRUIST ADVISORY SERVICES, INC. · NAPLES, FL
WELLS FARGO CLEARING SERVICES, LLC · NAPLES, FL
J.P. MORGAN SECURITIES LLC · NAPLES, FL
SYNOVUS SECURITIES, INC. · NAPLES, FL
LPL FINANCIAL LLC · NAPLES, FL
CAPITAL WEALTH PLANNING, LLC · NAPLES, FL
AMERIPRISE FINANCIAL SERVICES, LLC · NAPLES, FL

More in Naples, FL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor