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Juliana Moreira Traina

Larch Capital Partners LLC

Miami, FL

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Current Employers
Larch Capital Partners Llc

201 S. Biscayne Boulevard Suite 900, Miami, FL 33131 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2022-03-28
  • FL RA
    APPROVED
    Since 2022-03-28

Branch Locations

201 S. Biscayne Boulevard Suite 900, 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
Credit Agricole Securities New York NY 05/2011 03/2020
Larch Capital Partners Llc Miami FL 11/2019 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-03-08
S63 Uniform Securities Agent State Law Examination 2011-11-04
  • S65 Uniform Investment Adviser Law Examination
    2022-03-08
  • S63 Uniform Securities Agent State Law Examination
    2011-11-04
Other Names
  • Juliana M Moreira
  • Juliana M Moreira
  • Juliana M Moreira
  • Juliana M Moreira
  • Juliana M Moreira

View on SEC IAPD

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