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Juan Carlos Carvallo

Lifeinvest Wealth Management, Ltd

Miami, FL

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Current Employers
Lifeinvest Wealth Management, Ltd

1110 Brickell Avenue Suite 210-A, Miami, FL 33131-3136 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-01-01
FL RA APPROVED 2025-01-01
DE RA APPROVED 2024-02-27
NY RA APPROVED 2023-02-28
TX RA APPROVED_RES 2022-02-04
  • CA RA
    APPROVED
    Since 2025-01-01
  • FL RA
    APPROVED
    Since 2025-01-01
  • DE RA
    APPROVED
    Since 2024-02-27
  • NY RA
    APPROVED
    Since 2023-02-28
  • TX RA
    APPROVED_RES
    Since 2022-02-04

Branch Locations

1110 Brickell Avenue Suite 210-A, Miami, FL 33131-3136 • 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
Econoinvest Capital Caracas 05/1999 Present
Lifeinvest Wealth Management Ltd Miami FL 03/2018 Present
Other Businesses

Econoinvest Capital-Yes investment related, Ave, Fco Miranda Torre Mene Grande, Caracas-Venezuela-Director-Start date-04/1999-Present)Nature of Business is: Business Financial Advisory and Real Estate. Devotes approx 40hrs per month. Ecogroup Holding-Holding Entity-Panama. Director. approx 2 hrs per month. 1. Econoinvest Capital SA (Venezuela)- (shareholder of Econoinvest Servicios Financieros y Seguros Carabobo). Caracas, Venezuela. Holding company. Director & Shareholder. 2. Econoinvest Servicios Financieros (Venezuela) Ave. Fco de Miranda Torre Mene Grande Caracas. Real Estate Investments. Director. 3. StateStar, Director 1hr/m 649 Almeria Ave Coral Gables , Investment 4. EMC (Panama)- (shareholder of Lifeinvest Asset Management). Ave Samuel Lewis. Edf Afra. Piso 9, Panamá. Financial Holding. Shareholder - Director. No compensation. 5. 328 NW 12 Av LLC Real Estate: Director, Since 2019. 4h/mo 6. 280 Pas Holding LLC, Real Estate: Director, Since 2016 2h/mo 7. Oscar Investment LLC. 2600 S Douglas Road 501 Coral Gables, FL 33134 - Private Investment Company - No Compensation - Shareholder - 2hr por month 8. Harbur Adventure LLC, Real Estate: Director, Since 2020 2 h/mo 9. Gaermo Investment Group LLC, Start Date 2018, 1331 Brickell B Ave 3206 Miami, FL, Director, No Compensation, Non Investment Related, 1hr/mo. Engage business of managing and invest in other companies (No Securities).

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-02-23
S63 Uniform Securities Agent State Law Examination 1995-04-07
  • S65 Uniform Investment Adviser Law Examination
    2018-02-23
  • S63 Uniform Securities Agent State Law Examination
    1995-04-07

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