Diego Garcia Devillalobosadames
How is this counted?
Counted from the earlier of the person's first job or first state securities exam on their SEC record (currently the Series 63, 65 or 66). The SIE, futures exams and earlier firm registrations are not counted. The count runs to the end of their latest job, or this year if a job is still open. It includes every employer listed, even outside investment work, and any gaps between jobs. The SEC record lists jobs held in about the last 10 years, so jobs that ended before then are not counted. Years are counted by calendar year, so the figure can run up to a year high. This is not a measure of skill or quality.
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Services the firm offers
These describe the firm as a whole, not only this advisor.
Experience
11 years since the first job or state securities exam on the SEC record. Counts all jobs listed.
- Amerant Investments, Inc.Feb 2026 to now
- Puente Asesoramiento De Inversiones, LLCAug 2025 to Feb 2026
- Puente Servicios Financieros LLCNov 2024 to Feb 2026
- Wallis BankJun 2024 to Oct 2024
- Student Choice Credit UnionJun 2023 to Aug 2023
- Fully PromotedAug 2022 to Dec 2022
- Proficient Benefits SolutionsFeb 2022 to May 2022
- Parra & CoOct 2021 to Jan 2022
- MarshallsApr 2021 to Oct 2021
- UtsaAug 2020 to Jun 2024
- Foot LockerOct 2019 to Mar 2021
- N/AJan 2015 to Jul 2020
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (FL).
Amerant Investments, Inc.
Official records
Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- 8015232
- 117284