Best Investors
Account
Sign in
1101 Brickell Avenue Suite 1600, Miami, FL 33131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-04-16 |
Branch Locations
1101 Brickell Avenue Suite 1600, Miami, FL 33131 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Goldman Sachs & Co. | New York | NY | 02/2007 | 09/2019 |
| Jefferies Llc | New York | NY | 09/2019 | 03/2023 |
| Welcy Capital Advisors Llc | Miami | FL | 04/2024 | Present |
| Prival Credit Opportunities Fund I Gp, Llc | Miami | FL | 04/2024 | Present |
| Salter Place Partners Llc | Maplewood | NJ | 03/2023 | 04/2024 |
As of 02/01/2019, Mr. Juan Lorenzo is a Member of the Board of Advisors of the University of Oregon, Charles H. Lundquist School of Business located in Eugene OR. He devotes 1 hour a month during non business hours and 0 during business hours. Not investment related. Salter Place Partners LLC, 03/23, New Jersey, manager, not-investment related, 1 hours a month during non-business hours and 0 during business hours, previously utilized for consulting, currently a non-operating company. Ganadera Lorenzo, S.A., Republic of Panama, 01/2009, member of the board of directors, non-investment related. Approximately 2 hours per month, not during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-04-10 |
| S63 | Uniform Securities Agent State Law Examination | 2005-10-11 |
Reach out to this advisor