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Current Employers
Efg Private Wealth Management (Americas) Corp.

701 Brickell Avenue Suite 1310, Miami, FL 33131 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2024-01-24
  • FL RA
    APPROVED
    Since 2024-01-24

Branch Locations

701 Brickell Avenue Suite 1310, 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
Jpmorgan Chase Bank Na New York NY 08/2016 05/2021
Jpmorgan Securities Llc New York NY 08/2016 05/2021
Xp Investments Us, Llc Miami FL 05/2021 12/2023
Efg Capital International Corp Miami FL 12/2023 Present
  • 08/2016 → 05/2021
    Jpmorgan Chase Bank Na
    New York, NY
  • 08/2016 → 05/2021
    Jpmorgan Securities Llc
    New York, NY
  • 05/2021 → 12/2023
    Xp Investments Us, Llc
    Miami, FL
  • 12/2023 → Present
    Efg Capital International Corp
    Miami, FL
Previous Registrations
Other Businesses

Dieci Luci LLC - Manager of the LLC. The referenced LLC is a 5% shareholder of Fratesi Pizza Downtown LLC - a pizzeria restaurant. Start date; Jan 4th, 2025. Passive investment - no day- to- day responsibilities but expect future dividends. Zero anticipated number of hours to be devoted to the business.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-08-21
  • S66 Uniform Combined State Law Examination
    2015-08-21
Other Names
  • Isabela Jardim
  • Isabela Silva
  • Isabela J Silva
  • Isabela Jardim Silva
  • Isabela Jardim Kaczinski

View on SEC IAPD

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