Juan Carlos Avila

Current Employers

Employment History

• 12/2012 → Present
  Toroso Investments, Llc
  Chicago, IL
• 05/2023 → Present
  Centric Wealth Management, Llc
  Chicago, IL

Previous Registrations

• 2013-01-03 → 2023-09-06
  Tidal Investments Llc
  Chicago, IL
• 2009-09-25 → 2012-12-17
  Mesirow Financial Investment Management, Inc.
  Chicago, IL
• 1998-04-12 → 2009-09-30
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Chicago, IL
  Chicago, IL

Other Businesses

(1)Mr. Avila serves as Trustee for the Illinois Children's Healthcare Foundation (ILCHF), Trustee for National Louis University, and Trustee for the Chicago Community Catalyst Fund. (2)Mr. Avila serves as Chief Financial Officer for Arell Property Management LLC, a real estate management company. Mr. Avila currently receives no compensation as there is no revenue at this time. (3)Mr. Avila serves as Manager of Bluestem Prairie Ventures LLC for the purpose of investing in companies that endeavor to engage in various businesses as set forth under the Illinois Cannabis Regulation and Tax Act. Mr. Avila currently receives no compensation as revenue is contingent on licensing. (4)Mr. Avila serves as CEO & Founder of HappiLyfe, a purposeful living and wellness app. Mr. Avila currently receives no compensation as there is no revenue at this time. (5)Mr. Avila serves as Chief Financial Officer for Blue42 LLC for the purpose of applying for and holding securities of operating companies that apply for licenses to dispense marijuana in accordance with the laws of the State of Illinois. Mr. Avila currently receives no compensation as revenue is contingent on licensing. (6)Mr. Avila serves as Chief Financial Officer for Esthete Cultivation LLC for the purpose of applying for and holding securities of operating companies that apply for licenses to cultivate and process marijuana in accordance with the laws of the State of Illinois. Mr. Avila currently receives no compensation as revenue is contingent on licensing. (7)Mr. Avila serves as President and Founder of FARO Associates, LLC dba SHENIX®. FARO Associates LLC dba SHENIX® is certified with the State of Illinois Department of Central Management Services' (CMS') Business Enterprise Program (BEP) as a Minority Owned Business (MBE). FARO Associates LLC dba SHENIX® is an innovative financial literacy company built by Latinas/x, for Latinas/x, providing culturally relevant financial literacy services to the Latina/x community to help them accelerate their economic and social transformation while prioritizing their cultural mindset. (8) SHENIX Marketing Partner for FARO Advisory Owner Since 07/2017 Not investment related

Exams

• S65 Uniform Investment Adviser Law Examination
  1994-12-29
• S63 Uniform Securities Agent State Law Examination
  1990-08-16

Other Names

• Juan C Avila