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402 West Broadway Suite 400, San Diego, CA 92101 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-04-01 |
| TX | RA | APPROVED | 2017-09-11 |
Branch Locations
402 West Broadway Suite 400, San Diego, CA 92101 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Finec Asset Management Sa De Cv | Jalisco | 01/2015 | 01/2018 | |
| Finec Asset Management Llc | La Jolla | CA | 09/2015 | 12/2016 |
| Finec Asset Management Llc | La Jolla | CA | 09/2017 | Present |
| Finec Asset Management Corp | Panama | 01/2018 | Present | |
| Site Plasticos Sa De Cv | Guadalajara | 01/2019 | 06/2023 | |
| Tauris Derivatives Solutions Sa | Geneva | 03/2019 | 06/2023 |
SINCE JANUARY 2018, MR. LEPE SERVES AS DIRECTOR AT FINEC ASSET MANAGEMENT CORP., A PANAMA-BASED INVESTMENT ADVISORY FIRM LOCATED AT P.H.F. & F TOWER, PISO 19 OFICINA 19-D, CALLE 50 y 56 SAN FRANCISCO, PANAMA CITY, PANAMA. TIME ALLOCATED: 20 HOURS PER WEEK SUPERVISING ADMINISTRATIVE PROCEDURES.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-10-27 |
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