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, 2010earliest registration or exam on IAPD

Years in industry

15derivedfrom the industry start date

Years at current firm

4derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

1

Exams

S66

First exam

Aug 19, 2020

First registration

Aug 20, 2020

Dual registered

yes, broker-dealer

Other names

KRYSTAL A BARCELO|KRYSTAL BARCELO

IAPD individual key

5956773

Graph

RIA / Wealth Management

Canonical id

dfx:ria:c8b2bd5d-e5bc-5d28-701c-11abe1238711

First observed

Aug 20, 2020

Last observed

Sep 14, 2026 6 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.