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Current Employers
Noesis Capital Management Corp

Fountain Square, 2700 North Military Trail Suite 210, Boca Raton, FL 33431 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-06-05
  • FL RA
    APPROVED
    Since 2026-06-05

Branch Locations

Fountain Square, 2700 North Military Trail Suite 210, Boca Raton, FL 33431 • 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
Alliancebernstein L.P. Washington DC 06/2022 02/2023
Morgan Stanley Garden City NY 05/2021 05/2022
Emerging Vision Inc Garden City NY 11/2019 12/2019
Cbiz Marks Paneth Woodbury NY 01/2020 03/2020
Berdon Llp Jericho NY 01/2019 03/2019
Life Time Athletic Inc Reston VA 05/2018 09/2018
Ubs Financial Services Inc Boca Raton FL 02/2023 06/2023
Sanford C Bernstein & Co., Llc Washington DC 06/2022 02/2023
Duco Advisors Inc. San Francisco CA 10/2023 03/2024
United Marketplace/Growth Fund Wilmington DE 08/2023 10/2023
A A Action Services Llc Alexandria VA 06/2019 07/2019
Westwood Country Club Vienna VA 03/2018 05/2018
Jpmorgan Chase Bank, N.A. Lake Worth FL 06/2024 02/2025
J.P. Morgan Securities Llc Lake Worth FL 06/2024 02/2025
Unemployed Oakton VA 06/2014 02/2018
Unemployed Hempstead NY 04/2020 04/2021
Unemployed Boca Raton FL 07/2023 07/2023
Unemployed Oakton VA 04/2024 05/2024
Unemployed Hempstead NY 10/2018 12/2018
Unemployed Hempstead NY 04/2019 05/2019
Unemployed Hempstead NY 08/2019 10/2019
Amplify Technology, Llc Scottsdale AZ 02/2025 06/2025
Extended Travel - Unemployed Scottsdale AZ 07/2025 04/2026
Noesis Capital Management Corp. Boca Raton FL 05/2026 Present
  • 06/2022 → 02/2023
    Alliancebernstein L.P.
    Washington, DC
  • 05/2021 → 05/2022
    Morgan Stanley
    Garden City, NY
  • 11/2019 → 12/2019
    Emerging Vision Inc
    Garden City, NY
  • 01/2020 → 03/2020
    Cbiz Marks Paneth
    Woodbury, NY
  • 01/2019 → 03/2019
    Berdon Llp
    Jericho, NY
  • 05/2018 → 09/2018
    Life Time Athletic Inc
    Reston, VA
  • 02/2023 → 06/2023
    Ubs Financial Services Inc
    Boca Raton, FL
  • 06/2022 → 02/2023
    Sanford C Bernstein & Co., Llc
    Washington, DC
  • 10/2023 → 03/2024
    Duco Advisors Inc.
    San Francisco, CA
  • 08/2023 → 10/2023
    United Marketplace/Growth Fund
    Wilmington, DE
  • 06/2019 → 07/2019
    A A Action Services Llc
    Alexandria, VA
  • 03/2018 → 05/2018
    Westwood Country Club
    Vienna, VA
  • 06/2024 → 02/2025
    Jpmorgan Chase Bank, N.A.
    Lake Worth, FL
  • 06/2024 → 02/2025
    Lake Worth, FL
  • 06/2014 → 02/2018
    Unemployed
    Oakton, VA
  • 04/2020 → 04/2021
    Unemployed
    Hempstead, NY
  • 07/2023 → 07/2023
    Unemployed
    Boca Raton, FL
  • 04/2024 → 05/2024
    Unemployed
    Oakton, VA
  • 10/2018 → 12/2018
    Unemployed
    Hempstead, NY
  • 04/2019 → 05/2019
    Unemployed
    Hempstead, NY
  • 08/2019 → 10/2019
    Unemployed
    Hempstead, NY
  • 02/2025 → 06/2025
    Amplify Technology, Llc
    Scottsdale, AZ
  • 07/2025 → 04/2026
    Extended Travel - Unemployed
    Scottsdale, AZ
  • 05/2026 → Present
    Boca Raton, FL
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-08-02
  • S66 Uniform Combined State Law Examination
    2023-08-02
Other Names
  • Simon Kasbari
  • Simon O Kasbari

View on SEC IAPD

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