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1200 Brickell Ave. Suite 1700B, Miami, FL 33131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-01-16 |
| NM | RA | APPROVED | 2025-08-07 |
| WY | RA | APPROVED | 2025-08-06 |
Branch Locations
1200 Brickell Ave. Suite 1700B, Miami, FL 33131 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Aldgate Advisors Srl | Ciudad Autónoma De Buenos Aires. | 01/2014 | 01/2018 | |
| Oaks Valley Financial Services, Ltd | Tortola Road Town | 02/2018 | Present | |
| Oaks Valley Financial Services, Llc | Miami | FL | 02/2021 | Present |
Oaks Valley Financial Services LTD. Investment related, Tortola Road Town BVI Director January 2018 to Present. Director of business, handle duties related to business and pursue investment business for firm. approximately 35 hours a week. 35 hours a week during trading hours. Future Wealth Management S.A.- President - Investment Adviser Representative-10 hrs per month. Wakeful (Oaks Valley Financial Services LLC)-Managing Partner & Chief Compliance Officer (Wakeful) / Investment Adviser Representative 140 hrs per month.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-03-14 |
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