Benny Josue Rodriguez

Employer firm

Efg Private Wealth Management (Americas) Corp. CRD 158905

$2.30B regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2021 → 02/2022
  Florida Financial Advisors
  Miami, FL
• 02/2017 → 04/2017
  Tj Maxx
  Lake Mary, FL
• 08/2018 → 05/2019
  Rollins College
  Winter Park, FL
• 08/2018 → 03/2020
  Rollins College
  Winter Park, FL
• 08/2019 → 05/2020
  Rollins College
  Winter Park, FL
• 06/2020 → 07/2020
  Anywhere Works (Full Creative)
  Portland, OR
• 07/2020 → 07/2020
  Burger Fi
  Winter Park, FL
• 01/2011 → 02/2017
  Unemployed
  Longwood, FL
• 07/2020 → 12/2021
  Unemployed
  Apopka, FL
• 04/2017 → 08/2018
  Unemployed
  Lake Mary, FL
• 08/2022 → 08/2023
  Valic Financial Advisors, Inc.
  Miami, FL
• 03/2022 → 07/2022
  Unemployed
  Apopka, FL
• 12/2022 → 08/2023
  Agia
  Houston, TX
• 10/2023 → 06/2025
  Guerra Wealth Advisors
  Miami, FL
• 06/2025 → Present
  Efg Capital International Corp
  Miami, FL

Previous Registrations

• 2022-10-04 → 2023-08-15
  Valic Financial Advisors, Inc.
  Boca Raton, FL
  Boca Raton, FL
• 2021-12-09 → 2022-01-18
  Florida Financial Advisors, Llc
  Miami, FL

Exams

• S63 Uniform Securities Agent State Law Examination
  2023-02-01
• S65 Uniform Investment Adviser Law Examination
  2021-11-27

Other Names

• Benny Josue Rodriguez
• Benny Rodriguez