This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

EFG PRIVATE WEALTH MANAGEMENT (AMERICAS) CORP.

Current firm class

mixed wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Oct 1, 2016earliest registration or exam on IAPD

Years in industry

9derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

1

Exams

S66

First exam

Mar 3, 2023

First registration

Mar 29, 2023

Dual registered

yes, broker-dealer

IAPD individual key

7589823

• Occurred

  Mar 17, 2025
  Advisor changed firm

  Steven Edwin Espinosa left Truist Advisory Services, Inc. for Efg Private Wealth Management (Americas) Corp. (registered 2025-07-16)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:44d42561-bf07-8362-65ec-6de74243726c

First observed

Mar 29, 2023

Last observed

Sep 14, 2026 7 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.