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Luisa Fernanda Angulo Gartner

Legacy Beyond Wealth LLC

Miami Beach, FL

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Current Employers
Legacy Beyond Wealth Llc

Miami Beach, FL • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-02-18
  • FL RA
    APPROVED
    Since 2026-02-18

Branch Locations

Miami Beach, FL • 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
J.P. Morgan Securities Inc Miami FL 10/2009 04/2018
Jpmorgan Chase Bank Miami NY 12/2009 06/2018
Beyond Investments Intl Llc Miami FL 07/2021 11/2023
Beyond Consulting Llc Miami FL 07/2018 06/2021
Legacy Beyond Wealth Llc Miami FL 08/2023 Present
  • 10/2009 → 04/2018
    J.P. Morgan Securities Inc
    Miami, FL
  • 12/2009 → 06/2018
    Jpmorgan Chase Bank
    Miami, NY
  • 07/2021 → 11/2023
    Beyond Investments Intl Llc
    Miami, FL
  • 07/2018 → 06/2021
    Beyond Consulting Llc
    Miami, FL
  • 08/2023 → Present
    Miami, FL
Previous Registrations
  • 2021-07-29 → 2023-12-31
    Beyond Investments
    Miami, FL
Other Businesses

1. MY ECOBOX LLC - REVERSE VENDING MACHINES FOR RECYCLING / CFO & PARTNER / NOT INVESTMENT RELATED / 1007 SHOTGUN RD, SUNRISE, FL / START DATE: 02/14/2020 2. Murakey Consulting LLC - Registered Agent office for international clients / Owner of the business (S-Corp) 3. US NextGen LLC; Senior Advisor; Not Investment Related; Cra 11 B no 103 a 51 Bogotá Cundinamarca 00000 Colombia; I am acting as a Senior Advisor for the company, as they are starting to provide corporate services for clients in the US. ; Provide business strategy brainstorming sessions when needed (typically once a week); Acting as their registered agent and outsourced CFO. ; 2024-11-01; Hours per month devoted to business during trading hours: 0.5; Hours per month devoted to business outside trading hours: 6; Percentage of total yearly compensation expected to be derived from the business: 2.5.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-07-22
S63 Uniform Securities Agent State Law Examination 2010-02-08
  • S65 Uniform Investment Adviser Law Examination
    2021-07-22
  • S63 Uniform Securities Agent State Law Examination
    2010-02-08
Other Names
  • Luisa Angulo
  • Luisa Angulo Gartner

View on SEC IAPD

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