Best Investors
Account
Sign in
1110 Brickell Avenue Suite 210-A, Miami, FL 33131-3136 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2025-04-30 |
| DE | RA | APPROVED | 2024-12-19 |
| FL | RA | APPROVED | 2024-12-16 |
| TX | RA | APPROVED | 2024-11-22 |
Branch Locations
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 |
|---|---|---|---|---|
| Consultores Grupo Kapital | Caracas | 01/2012 | Present | |
| Instituto De Finanzas Y Empresas | Caracas | 01/2008 | 12/2020 |
ARX Patrimonium LLC (Start: 03/2026). Inv-Related: NO. Position: Managing Member. Responsibilities: independent B2B consulting firm providing strategic research, analytics, wealth structuring analysis, family governance consulting, and coordination services to wealth management professionals and family offices. 5hrs weeks AR CAPITAL S.C. is a Personal business entity domiciled in Venezuela used for administrative purposes and personal consulting. This entity is not a registered broker-dealer or investment adviser. It does not hold third-party customer funds or securities. My Consulting services focused on financial education and business structuring for other industry professionals. I assist in developing investment frameworks and educational content. This role is strictly consultative; I do not manage assets, solicit clients, or sell securities in this capacity. Also, I have a new solicitors agreement for Bancaribe Capital, LLC (unaffiliated RIA). Role limited to introducing prospective clients. No authority to bind clients, execute trades, or provide investment supervision. Compensation based on referral fees. Finance Consulting Company. Title Senior Portfolio Manager, I have follow duties: to define the company's strategic plan. To coordinate the design and structuring of investment strategies for high income individuals and corporations. To coordinate economic and financial assessments at a domestic and international level. Counseling in the design of new products and lines of business. Counseling in Corporate Finance. Start Date: JAN 2012. I devote 5 hours per week.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-10-14 |
Reach out to this advisor