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Current Employers
Epic Advisory Services Corp

1951 Nw 19Th Street Suite 203, Boca Raton, FL 33431 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2021-05-24
FL RA APPROVED 2016-02-26
  • GA RA
    APPROVED
    Since 2021-05-24
  • FL RA
    APPROVED
    Since 2016-02-26

Branch Locations

1951 Nw 19Th Street Suite 203, Boca Raton, FL 33431 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Capital Markets Argentina S.A. Buenos Aires 11/1991 09/2021
Epic Capital Securities Boca Raton FL 01/2013 Present
Asset Managers S.A Montevideo 07/2018 03/2026
Epic Advisory Services Corp Boca Raton FL 06/2015 Present
Tpi Tempus Investment Montevideo 04/2026 Present
  • 11/1991 → 09/2021
    Capital Markets Argentina S.A.
    Buenos Aires
  • 01/2013 → Present
    Epic Capital Securities
    Boca Raton, FL
  • 07/2018 → 03/2026
    Asset Managers S.A
    Montevideo
  • 06/2015 → Present
    Boca Raton, FL
  • 04/2026 → Present
    Tpi Tempus Investment
    Montevideo
Other Businesses

1) CEO OF AFFILIATE SEC REGISTER INVESTMENT ADVISER, EPIC ADVISORY SERVICES CORP. (IARD NO. 176526) TIME SPENT PROPORTIONAL.START DATE: 06/12/2015. 2) OWNER OF PARTICIPATION IN LYNK, A COMPANY THAT OFFERS A REPACKAGING TOOL TO CREATE PORTFOLIO INVESTMENT STRATEGIES GLOBALLY THROUGH EUROCLEARABLE SECURITY. LOCATED IN THE US. START DATE: 09/2020. TIME DEVOTED: NO TIME SPENT. NO COMPENSATION. 3) DIRECTOR AND OWNER OF TPI TEMPUS INVESTMENT, A DISTRIBUTOR OF FINANCIAL PRODUCTS IN URUGUAY. START DATE: 04/2026. LOCATION: RUTA 8 KM, 17,500, EDIFICIO CELEBRA, OFICINA 103, ZONAMERICA, MONTEVIDEO URUGUAY. TIME DEVOTED: 10 HOURS PER MONTH. DUTIES: PARTICIPATE IN THE DEVELOPMENT OF BUSINESS AND GROWTH STRATEGY AND MANAGE COMMERCIAL RELATIONSHIPS 4) OWNER OF CORPORATION CAPITAL MARKETS ARGENTINA. HOLDING COMPANY OF CAPITAL MARKETS ARGENTINA ASSET MANAGEMENT SA. LOCATION: ESMERALDA 130, PISO 5, CABA, ARGENTINA. CAPITAL MARKETS ARGENTINA ASSET MANAGEMENT SA. IS PORTFOLIO MANAGER OF INVESMENT FUNDS IN ARGENTINA. NO TIME DEVOTED. PASSIVE OWNER, NO DUTIES

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-01-06
  • S66 Uniform Combined State Law Examination
    2016-01-06

View on SEC IAPD

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