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1951 Nw 19Th Street Suite 203, Boca Raton, FL 33431 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-11-15 |
Branch Locations
1951 Nw 19Th Street Suite 203, Boca Raton, FL 33431 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Capital Markets Argentina Sa | Buenos Aires | 03/2006 | Present | |
| Epic Capital Securities | Boca Raton | FL | 12/2021 | Present |
| Epic Advisory Services | Boca Raton | FL | 12/2021 | Present |
| Asset Managers Agente De Valores | Montevideo | 05/2023 | Present |
1) Assistant at Capital Markets Argentina SA, an affiliated broker dealer operating in Argentina. Location: Esmeralda 130 piso 9, Buenos Aires, Argentina. Start date: 3/2006. Duties: Assist in the opening of accounts, creation of reports and other clerical functions. Time devoted: 80 hours/month during market hours. 2) Investment Consultant at Epic Advisory Services, an affiliated advisory firm operating in Florida, USA. Location: 1951 NW 19th Street, Suite 203, Boca Raton, FL 33431. Original start date: 12/2021. Duties: Provide advisory services to foreign clients only (since 7/2022). Time devoted: 20 hours/month during market hours. 3) Advisor at Asset Managers Agente de Valores. Location: Ruta 8km 17,500 Edificio Arroba 1, oficina 203, Zonamerica, Montevideo, Uruguay. Start date: 5/2023. Duties: Provide investment advice to local clients. Time devoted 80 hours during market hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-09-05 |
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