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Ivan Negro Rocha

Xp Advisory Us, Inc.

Miami, FL

CRD 7431632

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Employer firm

Xp Advisory Us, Inc. CRD 173779

$792M regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Selection of other advisers
  • CONSOLIDATION/REPORTING SERVICES

From the firm’s Form ADV. Read the guides:

Current Employers
Xp Advisory Us, Inc.

701 Brickell Avenue Ste 1350, Miami, FL 33131 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2022-06-01
  • FL RA
    APPROVED
    Since 2022-06-01

Branch Locations

701 Brickell Avenue Ste 1350, 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
Itau Bba São Paulo 06/2019 08/2019
Xp Investments Us, Llc. Miami FL 07/2021 Present
University Of Notre Dame Notre Dame IN 08/2019 05/2021
University Of Notre Dame Notre Dame IN 08/2017 06/2019
Escola Maria Imaculada Chapel Sao Paulo 02/2011 06/2017
  • 06/2019 → 08/2019
    Itau Bba
    São Paulo
  • 07/2021 → Present
    Xp Investments Us, Llc.
    Miami, FL
  • 08/2019 → 05/2021
    University Of Notre Dame
    Notre Dame, IN
  • 08/2017 → 06/2019
    University Of Notre Dame
    Notre Dame, IN
  • 02/2011 → 06/2017
    Escola Maria Imaculada Chapel
    Sao Paulo
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-05-25
  • S66 Uniform Combined State Law Examination
    2022-05-25

View on SEC IAPD

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