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Miami, FL • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-02-09 |
Branch Locations
860 Greenbrier Circle Suite 101, Chesapeake, VA 23320 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-02-09 |
Branch Locations
860 Greenbrier Circle Suite 101, Chesapeake, VA 23320 • United States
2100 Ponce De Leon Ste 960, Coral Gables, FL 33134 • United States
Miami, FL • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-02-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Xl Partners Ltd | Nassau | 03/2016 | 07/2017 | |
| Primefid Management | Miami | FL | 03/2017 | Present |
| Primefid Advisors Llc | Miami | FL | 01/2019 | Present |
| Fitzwilliams Wealth Management, Inc. | Coral Gables | FL | 07/2024 | Present |
| Fitzwilliams Financial | Coral Gables | FL | 07/2024 | Present |
| Prime Fiduciary Advisors Llc | Miami | FL | 06/2025 | Present |
(1) Primefid Management; Investment related: Yes; Address: 3373 Day Ave., Miami, FL 33133; Nature of Business: Legal and business advisory services related to wealth planning for clients in Brazil, under the laws of that country. Position: Owner & Managing Director; Start Date: 03/2017; Hours per month and during trading hours: 10; Duties: Legal and business advisory services related to wealth planning for clients in Brazil, under the laws of that country. (2) Mr. Gimenez is an attorney licensed in Brazil. (3) Fitzwilliams Wealth Management, Inc. IAR. Investment related. 20 hours per month. 2100 Ponce de Leon, STE PH-5, Coral Gables, FL, USA, 33134. Advisory services to clients in Brazil. (4) Fitzwilliams Financial Inc; Investment related: Yes; Coral Gables, FL; Insurance Sales and Services; Start Date: 07/2024; Approximately 10 hrs/month, 0 during trading hours. (5) Primefid Advisors LLC. Investment Management.Yes; Coral Gables, FL; Advisory Services; Start Date: 11/2018; Approximately 10 hrs/month, 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-10-11 |
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