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Carlos Fernando Meneses

Efg Private Wealth Management (Americas) Corp.

Miami, FL

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Current Employers
Efg Private Wealth Management (Americas) Corp.

701 Brickell Avenue Suite 1310, Miami, FL 33131 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2024-05-06
  • FL RA
    APPROVED
    Since 2024-05-06

Branch Locations

701 Brickell Avenue Suite 1310, 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
The Public House Tallahassee FL 07/2017 05/2018
The Collier Company Tallahassee FL 05/2017 08/2017
Blaze Pizza Tallahassee FL 07/2016 01/2017
Unemployed Miami Beach FL 06/2018 03/2019
Student Tallahassee FL 01/2017 05/2017
Valic Financial Advisors, Inc. Miami FL 04/2019 03/2020
Raymond James Financial Services, Inc. Miami FL 03/2020 08/2023
Provenance Wealth Advisors Miami FL 03/2020 03/2024
Pwa Securities, Llc Miami FL 08/2023 03/2024
Provenance Wealth Advisors Miami FL 08/2023 03/2024
Efg Capital International Corp Miami FL 03/2024 Present
  • 07/2017 → 05/2018
    The Public House
    Tallahassee, FL
  • 05/2017 → 08/2017
    The Collier Company
    Tallahassee, FL
  • 07/2016 → 01/2017
    Blaze Pizza
    Tallahassee, FL
  • 06/2018 → 03/2019
    Unemployed
    Miami Beach, FL
  • 01/2017 → 05/2017
    Student
    Tallahassee, FL
  • 04/2019 → 03/2020
    Valic Financial Advisors, Inc.
    Miami, FL
  • 03/2020 → 08/2023
    Raymond James Financial Services, Inc.
    Miami, FL
  • 03/2020 → 03/2024
    Provenance Wealth Advisors
    Miami, FL
  • 08/2023 → 03/2024
    Pwa Securities, Llc
    Miami, FL
  • 08/2023 → 03/2024
    Provenance Wealth Advisors
    Miami, FL
  • 03/2024 → Present
    Efg Capital International Corp
    Miami, FL
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-11-05
  • S66 Uniform Combined State Law Examination
    2019-11-05
Other Names
  • Carlos Meneses

View on SEC IAPD

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