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

Jan 1, 2011earliest registration or exam on IAPD

Years in industry

15derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Exams

S65|S63

First exam

Nov 27, 2021

First registration

Dec 9, 2021

Dual registered

yes, broker-dealer

Other names

BENNY Josue RODRIGUEZ|BENNY RODRIGUEZ

IAPD individual key

7476018

• Occurred

  Aug 15, 2023
  Advisor changed firm

  Benny Josue Rodriguez left Valic Financial Advisors, Inc. for Efg Private Wealth Management (Americas) Corp. (registered 2025-06-30)

  Form ADVobserved 6 days ago
• Occurred

  Jan 18, 2022
  Advisor changed firm

  Benny Josue Rodriguez left Florida Financial Advisors, Llc for Valic Financial Advisors, Inc. (registered 2022-10-04)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:caa2f766-d82f-bd54-6f3d-0544232b5dee

First observed

Dec 9, 2021

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.