Alfredo Atencio

Employer firm

Desert Rose Capital Management, Inc. CRD 154331

$192M regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 12/2024 → 04/2025
  Simplicity Wealth
  Summit, NJ
• 07/2017 → 04/2025
  Bright Financial Insurance
  Freeport, FL
• 01/2016 → 05/2017
  At&T
  Miami, FL
• 01/2014 → 12/2016
  Honda
  Largo, FL
• 03/2025 → 12/2025
  Guardian Life Insurance Company
  Miramar Beach, FL
• 05/2025 → 12/2025
  Park Avenue Securities
  Miramar Beach, FL
• 01/2026 → 06/2026
  National Life Group
  Freeport, FL
• 01/2026 → 06/2026
  Equity Services Inc
  Montpelier, VT
• 06/2026 → Present
  Desert Rose Capital Management
  Meridian, ID

Previous Registrations

• 2026-01-12 → 2026-06-25
  Equity Services, Inc.
  Freeport, FL
  Boca Raton, FL
  Freeport, FL
• 2025-05-23 → 2026-01-02
  Park Avenue Securities Llc
  Miramar Beach, FL
• 2025-01-13 → 2025-03-06
  Simplicity Wealth
  Summit, NJ
  Freeport, FL

Other Businesses

*BRIGHT FINANCIAL INSURANCE, 160 J HUNTERS WAY N, FREEPORT, FL, 32439, ONGOING, INV REL, 07/2017, INSURANCE, OWNER, DURING TRD/HRS, 10%. *NAME: THE STAFFORD CORPORATION; INV REL: N; ADD: 2929 W NAVIGATOR DR., SUITE 320, MERIDIAN, ID, 83642.; NATURE: LIFE INSURANCE; POSITION: CONSULTANT; START DATE: 06/2026; NO. HR/MO; 10: NO. HR/MO DURING SEC TRADING: 0; DESCRIBE DUTIES: DETERMINING SUITABILITY OF INSURANCE FOR POTENTIAL CLIENTS.

Exams

• S63 Uniform Securities Agent State Law Examination
  2025-03-24
• S65 Uniform Investment Adviser Law Examination
  2024-10-29