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Miami, FL • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-04-02 |
Branch Locations
17 Ave Norte Edf Kinetika, Nivel 8, Santa Tecla 00000 • El Salvador
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wm Advisors Usa Llc | Miami | FL | 09/2023 | Present |
| Wma Holdings Inc. | San Salvador | 02/2020 | Present | |
| Wma S.A. De C.V. | San Salvador | 02/2020 | Present | |
| Casa De Oro Q | Soyapango | 02/2019 | 02/2020 | |
| Bima (Milvik) El Salvador | San Salvador | 11/2016 | 01/2019 | |
| The Network Company | Antiguo Cuscatlan | 10/2015 | 11/2016 |
WMA HOLDINGS INC - INVESTMENT RELATED. SANTA TECLA, EL SALVADOR, INVESTMENT ADVISORY IN CENTRAL AMERICA. MANAGING PARTNER.SINCE 02/2020. 130 HRS PER MONTH WMA SA DE CV - INVESTMENT RELATED. SANTA TECLA, EL SALVADOR, INVESTMENT ADVISORY IN CENTRAL AMERICA. MANAGING PARTNER.SINCE 02/2020. 40 HRS PER MONTH HOMARCA SA DE CV - NOT INVESTMENT RELATED. SANTA TECLA, EL SALVADOR. BUSINESS CONGLOMERATE. MEMBER OF STRATEGIC COMMITTEE. SINCE 05/2018. 1 HR PER MONTH. INMOBILIARIA MESOAMERICANA SA DE CV- ANTIGUO CUSCATLAN, EL SALVADOR. FINANCE / NON-BANKING. MEMBER OF THE BOARD OF DIRECTORS. SINCE 03/2020. 1 HR PER MONTH. SIGMA SA DE CV - NON INVESTMENT RELATED. ANTIGUO CUSCATLAN, EL SALVADOR. FINANCE / NON-BANKING. ADVISOR TO THE BOARD OF DIRECTORS. SINCE 03/2020. 1 HR PER MONTH. INGENIO EL ANGEL SA DE CV. NON INVESTMENT RELATED. APOPA, EL SALVADOR, SUGAR MILL.DIRECTOR OF THE BOARD. SINCE 11/2021. 1 HR PER MONTH. UASSITME. NON INVESTMENT RELATED. SAN SALVADOR, EL SALVADOR. BPO. DIRECTOR OF THE BOARD. SINCE 08/2019. 1 HR PER MONTH.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-03-24 |
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