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2000 South Dixie Highway Suite 110, Miami, FL 33133 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APP_PEND_IARCE | 2026-01-01 |
| TX | RA | APPROVED | 2021-11-19 |
Branch Locations
2000 South Dixie Highway Suite 110, Miami, FL 33133 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Avanza Capital Markets, Inc. | New York | NY | 12/2014 | 03/2021 |
| Sancus Wealth Management Llc | Miami | FL | 03/2021 | Present |
| Sankus Wealth Solutions | Miami | FL | 08/2021 | Present |
Managing Member of Cameruco LLC, Sotosianlink LLC, and Crefin LLC, which are also holding companies for family investment, there are not operating. Carlos dedicates 2 hours per month to revise the accounting. Registered agent for La Sopa de Letras LLC, a family-owned business that operates entirely offshore, dedicated to promoting reading events and selling books. I do not operate this business. Co-manage Klerente Holdings LLC, based in Wyoming, alongside my wife, which we utilize for estate planning purposes. Importantly, my involvement in all these activities is limited to no more than a few hours each month, primarily for general oversight, allowing me to maintain focus on my primary commitments.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-08-20 |
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