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Krystal Ann Barcelo

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 2021-11-02
  • FL RA
    APPROVED
    Since 2021-11-02

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 Chase Bank North Miami FL 10/2010 01/2020
J.P. Morgan Securities Llc Miami FL 10/2012 01/2020
Wells Fargo Bank, Na Coral Gables FL 02/2020 09/2021
Wells Fargo Clearing Services, Llc Coral Gables FL 02/2020 09/2021
Efg Capital International Corp Miami FL 10/2021 Present
  • 10/2010 → 01/2020
    Jpmorgan Chase Bank
    North Miami, FL
  • 10/2012 → 01/2020
    J.P. Morgan Securities Llc
    Miami, FL
  • 02/2020 → 09/2021
    Wells Fargo Bank, Na
    Coral Gables, FL
  • 02/2020 → 09/2021
    Wells Fargo Clearing Services, Llc
    Coral Gables, FL
  • 10/2021 → Present
    Efg Capital International Corp
    Miami, FL
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-08-19
  • S66 Uniform Combined State Law Examination
    2020-08-19
Other Names
  • Krystal A Barcelo
  • Krystal Barcelo

View on SEC IAPD

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