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RIA / WealthAdvisor14 years in industry

JULIO CESAR CANAS

Advisor at INVERSIONES SURA

MIAMI, FL

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 4:24 PM UTC and rebuilt at most every 15 minutes.

Relationships: 11
Dated events: 2
On other graphs: 0
Observed: Jan 9, 2013 to Sep 14, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: INVERSIONES SURA
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Feb 6, 2012earliest registration or exam on IAPD
Years in industry: 14derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 10
Current registrations: 1
Registered states: 1
Exams: S65|S63
First exam: Feb 6, 2012
First registration: Jan 9, 2013
Dual registered: no
Other names: JULIO CESAR CANAS|JULIO CANAS
IAPD individual key: 6130484

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
INVERSIONES SURA	Independent wealth	Jan 13, 2025	n/a	yes	MIAMI, FL	Current employment
FINANCIAL Q GROUP LLC	State registered	Oct 23, 2025	Mar 23, 2026	no	MIAMI, FL	Previous registration
THE ATLAS FINANCIAL GROUP	Mixed wealth	Apr 16, 2020	Nov 19, 2021	no	MIAMI, FL\|Coral Gables, FL	Previous registration
WELCY CAPITAL ADVISORS LLC	Asset manager	Oct 28, 2019	May 12, 2020	no	MIAMI, FL	Previous registration
Storge	Independent wealth	Oct 11, 2019	Nov 19, 2021	no	CORAL GABLES, FL\|Coral Gables, FL	Previous registration
ACCI CAPITAL	Former SEC adviser	Sep 19, 2019	Apr 24, 2020	no	Madrid	Previous registration
EXPAM CAPITAL	n/a	Aug 1, 2019	Feb 22, 2021	no	CORAL GABLES, FL	Previous registration
FIVENCA ASSET MANAGEMENT	Former SEC adviser	Jun 7, 2018	Mar 1, 2022	no	MIAMI, FL	Previous registration
FIVENCA ASSET MANAGEMENT	Former SEC adviser	Oct 20, 2017	Dec 18, 2017	no	MIAMI, FL	Previous registration
HARBOR ITHAKA	Mixed wealth	May 22, 2015	Jul 26, 2017	no	AVENTURA, FL	Previous registration
EFC CAPITAL MANAGEMENT, LLC	n/a	Jan 9, 2013	Dec 31, 2014	no	MIAMI, FL	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
FINANCIAL Q GROUP LLC	n/a	Mar 23, 2026	n/a	n/a	Departure no registered destination	Departure
FIVENCA ASSET MANAGEMENT	EXPAM CAPITAL	Mar 1, 2022	Aug 1, 2019	-943	Firm change after gap	Other
Storge	WELCY CAPITAL ADVISORS LLC	Nov 19, 2021	Oct 28, 2019	-753	Firm change after gap	Other
THE ATLAS FINANCIAL GROUP	INVERSIONES SURA	Nov 19, 2021	Jan 13, 2025	1,151	Firm change after gap	Other
EXPAM CAPITAL	ACCI CAPITAL	Feb 22, 2021	Sep 19, 2019	-522	Firm change after gap	Other
WELCY CAPITAL ADVISORS LLC	THE ATLAS FINANCIAL GROUP	May 12, 2020	Apr 16, 2020	-26	Firm change	Other
ACCI CAPITAL	Storge	Apr 24, 2020	Oct 11, 2019	-196	Firm change after gap	RIA to new firm
HARBOR ITHAKA	FIVENCA ASSET MANAGEMENT	Jul 26, 2017	Oct 20, 2017	86	Firm change	Other
EFC CAPITAL MANAGEMENT, LLC	HARBOR ITHAKA	Dec 31, 2014	May 22, 2015	142	Firm change	Other

Relationships

Registered with (10)

→ INVERSIONES SURARegistered adviserregistration: current employment
Jan 13, 2025 to presentfactForm ADV
→ FINANCIAL Q GROUP LLCRegistered adviserregistration: previous registration
Oct 23, 2025 to Mar 23, 2026factForm ADV
→ FIVENCA ASSET MANAGEMENTRegistered adviserregistration: previous registration
Jun 7, 2018 to Mar 1, 2022factForm ADV
→ STORGERegistered adviserregistration: previous registration
Oct 11, 2019 to Nov 19, 2021factForm ADV
→ THE ATLAS FINANCIAL GROUPRegistered adviserregistration: previous registration
Apr 16, 2020 to Nov 19, 2021factForm ADV
→ EXPAM CAPITALRegistered adviserregistration: previous registration
Aug 1, 2019 to Feb 22, 2021factForm ADV
→ WELCY CAPITAL ADVISORS LLCRegistered adviserregistration: previous registration
Oct 28, 2019 to May 12, 2020factForm ADV
→ ACCI CAPITALRegistered adviserregistration: previous registration
Sep 19, 2019 to Apr 24, 2020factForm ADV
→ HARBOR ITHAKARegistered adviserregistration: previous registration
May 22, 2015 to Jul 26, 2017factForm ADV
→ EFC CAPITAL MANAGEMENT, LLCRegistered adviserregistration: previous registration
Jan 9, 2013 to Dec 31, 2014factForm ADV

Dated events

Occurred
Mar 23, 2026
Advisor departed, no destination yet
Julio Cesar Canas no longer registered at Financial Q Group Llc; no later IA registration on IAPD
Form ADVobserved 5 days ago
Occurred
Mar 1, 2022
Advisor changed firm
Julio Cesar Canas left Fivenca Asset Management for Expam Capital (registered 2019-08-01)
Form ADVobserved 5 days ago