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Cervantes Saavedra 301 14Th Floor, Terret South Tower, Colonia Granada, Mexico City 11520 • Mexico
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-07-14 |
Branch Locations
Cervantes Saavedra 301 14Th Floor, Terret South Tower, Colonia Granada, Mexico City 11520 • Mexico
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Actinver Casa De Bolsa | Mexico City | 03/2012 | 11/2018 | |
| Bulltick Wealth Management Llc | The Woodlands | TX | 11/2018 | 03/2020 |
| Technologico De Monterrey Ccs. I Mexico City | Mexico City | 11/2020 | 01/2024 | |
| Casa De Bolsa Finamex | Mexico City | 11/2019 | 12/2024 | |
| Finamex International, Llc | Houston | TX | 10/2023 | 06/2024 |
| Berlin Wealth Group Advisors | Tomball | TX | 03/2025 | Present |
| Kpitalia Asset Management | Mexico City | 12/2024 | Present |
1) KPITALIA ASSET MANAGEMENT; INVESTMENT RELATED; STELLANTIS BUILDING, SANTA FE AVENUE NO. 1240, 9TH FLOOR, LOMAS DE SANTA FE NEIGHBORHOOD, CUAJIMALPA DE MORELOS, MEXICO CITY, MEXICO 01219; ASSET MANAGEMENT; WEALTH & INVESTMENT STRATEGIST; 12/2024; APPROX. 80 HOURS PER MONTH DURING TRADING AND NON-TRADING HOURS; INVESTMENT ADVISOR REPRESENTATIVE FOR MEXICO ASSET MANAGEMENT FIRM.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-01-16 |
| S65 | Uniform Investment Adviser Law Examination | 2019-03-19 |
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