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Raphael Caria De Freitas Pinheiro

Efg Private Wealth Management (Americas) Corp.

Miami, FL

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Current Employers
Efg Private Wealth Management (Americas) Corp.

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-02-21
  • FL RA
    APPROVED
    Since 2025-02-21

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
Jpmorgan Securities Llc New York NY 10/2014 12/2016
Jpmorgan Chase Bank Na New York NY 01/2017 02/2019
Banco Jpmorgan Sa Sao Paulo 02/2019 09/2019
Jpmorgan Chase Bank Na New York NY 10/2019 07/2021
Jpmorgan Securities Llc New York NY 10/2019 07/2021
Jpmorgan Chase Bank Na Miami FL 07/2021 09/2021
Jpmorgan Securities Llc Miami FL 07/2021 09/2021
Xp Investments Us, Llc. Miami FL 09/2021 Present
  • 10/2014 → 12/2016
    Jpmorgan Securities Llc
    New York, NY
  • 01/2017 → 02/2019
    Jpmorgan Chase Bank Na
    New York, NY
  • 02/2019 → 09/2019
    Banco Jpmorgan Sa
    Sao Paulo
  • 10/2019 → 07/2021
    Jpmorgan Chase Bank Na
    New York, NY
  • 10/2019 → 07/2021
    Jpmorgan Securities Llc
    New York, NY
  • 07/2021 → 09/2021
    Jpmorgan Chase Bank Na
    Miami, FL
  • 07/2021 → 09/2021
    Jpmorgan Securities Llc
    Miami, FL
  • 09/2021 → Present
    Xp Investments Us, Llc.
    Miami, FL
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2015-01-26
  • S63 Uniform Securities Agent State Law Examination
    2015-01-26
Designations
Other Names
  • Raphael Caria De Freitas Pinheiro
  • Raphael C Pinheiro
  • Raphael C. Pinheiro
  • Raphael Caria De Freitas Pinheiro

View on SEC IAPD

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