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1110 Brickell Avenue Suite 210-A, Miami, FL 33131-3136 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DC | RA | APPROVED | 2026-02-05 |
| CA | RA | APPROVED | 2023-03-01 |
| FL | RA | APPROVED | 2018-09-27 |
Branch Locations
Av Francisco Miranda Edf Mene Grande P14 Los Palos Grandes, Caracas 1060 • Venezuela
1110 Brickell Avenue Suite 210-A, Miami, FL 33131-3136 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kapital Consultores | Caracas | 02/2014 | Present | |
| Portfolio Resources Advisor Group, Inc. | Miami | FL | 10/2018 | 07/2020 |
| Lifeinvest Wealth Management, Ltd. | Miami | FL | 08/2018 | Present |
Name of business: Kapital Consultores is a Wealth Management Company in Venezuela Located: Av Francisco Miranda, Edf Mene Grande Piso 13, Los Palos Grandes, Caracas, Venezuela. Marilo Fernandez is employee of Kapital, she is a Senior Investment Advisor (tittle), she spend 80 h/month in her business, she started work from 02/2014 Mrs Fernandez is responsible for conducting the administration of investment products and services. She must market and sell financial products and services to potential clients. Inversiones Romero Fernandez, non investment related, Director and Secretary, Since 2022, 2hrs/mo. Banam Inc, non investment related, Director-President, Since 2022, 2hrs/mo. Vintage Funda Procura, non profit organization, non investment related. Donation Wheel chairs in Venezuela, Volunteer, 5 hrs/mo
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-07-13 |
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