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Juan Xavier Sanchez

Activest Wealth Management, LLC

Aventura, FL

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Current Employers
Activest Wealth Management, Llc

20900 Ne 30 Avenue Suite 311, Aventura, FL 33180 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2021-08-18
  • FL RA
    APPROVED
    Since 2021-08-18

Branch Locations

20900 Ne 30 Avenue Suite 311, Aventura, FL 33180 • 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
Barclays Capital Inc. New York NY 07/2019 08/2020
Ferremundo S.A. Guayaquil 10/2014 03/2017
Cornell University Ithaca NY 07/2017 06/2019
N/A Ithaca NY 04/2017 06/2017
Activest Wealth Management, Llc Miami FL 09/2020 Present
  • 07/2019 → 08/2020
    Barclays Capital Inc.
    New York, NY
  • 10/2014 → 03/2017
    Ferremundo S.A.
    Guayaquil
  • 07/2017 → 06/2019
    Cornell University
    Ithaca, NY
  • 04/2017 → 06/2017
    N/A
    Ithaca, NY
  • 09/2020 → Present
    Activest Wealth Management, Llc
    Miami, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-04-28
S63 Uniform Securities Agent State Law Examination 2019-08-29
  • S65 Uniform Investment Adviser Law Examination
    2021-04-28
  • S63 Uniform Securities Agent State Law Examination
    2019-08-29
Other Names
  • Juan X Sanchez

View on SEC IAPD

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Other Offices

MORGAN STANLEY · Aventura, FL
UNISON ASSET MANAGEMENT LLC · AVENTURA, FL
EPIPHANLY ADVISORY, LLC · AVENTURA, FL
CORAL WEALTH MANAGEMENT, LLC · MIAMI, FL
PINNACLE INVESTMENTS, LLC · MIAMI, FL
LPL FINANCIAL LLC · AVENTURA, FL
J.P. MORGAN SECURITIES LLC · AVENTURA, FL
KAILIX ADVISORS LLC · AVENTURA, FL

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