Best Investors Account Sign in
Current Employers
Efg Private Wealth Management (Americas) Corp.

701 Brickell Avenue Suite 1310, Miami, FL 33131 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2019-11-15
  • FL RA
    APPROVED
    Since 2019-11-15

Branch Locations

701 Brickell Avenue Suite 1310, Miami, FL 33131 • 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
Efg Capital International Corp Miami FL 02/2013 Present
Efg Capital Advisors Inc Miami FL 05/2014 Present
  • 02/2013 → Present
    Efg Capital International Corp
    Miami, FL
  • 05/2014 → Present
    Efg Capital Advisors Inc
    Miami, FL
Previous Registrations
  • 2014-05-30 → 2019-02-22
    Efg Capital Advisors Inc.
    Miami, FL
Other Businesses

1-Name of Entity: Channel Financial Group, Inc...Business Activity: Corporation set up do hold to Second/Vacation property...One person corporation...Not involved in day to day activity...No compensation received 2-RIAR (Registered Investment Advisor Representative) with affiliated company EFG Asset Management (Americas), providing investment advice and services to clients on a non-discretionary basis. Compensation through EFG Capital International Corp (salaried employment).

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-05-13
  • S66 Uniform Combined State Law Examination
    2014-05-13

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Miami, FL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor