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Spluegenstrasse 5, Zurich 8022 • Switzerland
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-06-12 |
Branch Locations
Spluegenstrasse 5, Zurich 8022 • Switzerland
1001 Brickell Bay Drive, Suite 2300, Miami, FL 33131 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fisher Investments | Plano | TX | 12/2021 | 05/2024 |
| Bank Vontobel | Zurich | 10/2018 | 12/2020 | |
| Notenstein Laroche Private Bank Llc | Zurich | 05/2014 | 09/2018 | |
| Na | Orlando | FL | 11/2020 | 12/2021 |
| Vontobel Swiss Financial Advisers | Miami | FL | 06/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-02-10 |
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