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Alfredo Larosa

Corient

San Antonio, TX

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Current Employers
Corient

830 Brickell Plaza Suite 4800, Miami, FL 33131 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-08-01
  • TX RA
    APPROVED
    Since 2023-08-01

Branch Locations

112 E. Pecan St. Suite 525, San Antonio, TX 78205 • 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
Intercontinental Asset Management Group, Ltd. San Antonio TX 04/1992 07/2021
Intercontinental Wealth Advisors Llc San Antonio TX 08/1997 08/2023
Cipw Service Company, Llc Toronto 07/2023 07/2023
Corient San Antonio TX 07/2023 Present
Corient Services Llc Miami FL 07/2023 Present
  • 04/1992 → 07/2021
    Intercontinental Asset Management Group, Ltd.
    San Antonio, TX
  • 08/1997 → 08/2023
    Intercontinental Wealth Advisors Llc
    San Antonio, TX
  • 07/2023 → 07/2023
    Cipw Service Company, Llc
    Toronto
  • 07/2023 → Present
    Corient
    San Antonio, TX
  • 07/2023 → Present
    Corient Services Llc
    Miami, FL
Previous Registrations
  • 2003-03-18 → 2023-08-02
    Intercontinental Wealth Advisors, Llc
    San Antonio, TX
    San Antonio, TX
    San Antonio, TX
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1992-05-08
  • S63 Uniform Securities Agent State Law Examination
    1992-05-08

View on SEC IAPD

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Other Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · SAN ANTONIO, TX
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · SAN ANTONIO, TX
1900 WEALTH · SAN ANTONIO, TX
ROCKEFELLER FINANCIAL LLC · San Antonio, TX
PARK AVENUE SECURITIES LLC · SAN ANTONIO, TX
RBC CAPITAL MARKETS, LLC · SAN ANTONIO, TX
KESTRA ADVISORY SERVICES, LLC · San Antonio, TX
TITLEIST ASSET MANAGEMENT, LLC · San Antonio, TX

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