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Advisor at EFG PRIVATE WEALTH MANAGEMENT (AMERICAS) CORP.
MIAMI, FL
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| EFG PRIVATE WEALTH MANAGEMENT (AMERICAS) CORP. | Mixed wealth | Mar 27, 2025 | n/a | yes | MIAMI, FL | Current employment |
| XP ADVISORY US, INC. | Other adviser | Oct 1, 2019 | Jul 18, 2024 | no | MIAMI, FL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| XP ADVISORY US, INC. | EFG PRIVATE WEALTH MANAGEMENT (AMERICAS) CORP. | Jul 18, 2024 | Mar 27, 2025 | 252 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 173779:158905:FL:2024-07-18 | Jul 18, 2024 | Mar 27, 2025 | MIAMI, FL | Firm change |