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Francisco Farias Da Poian

Xp Advisory Us, Inc.

Miami, FL

CRD 7672890

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Employer firm

Xp Advisory Us, Inc. CRD 173779

$792M regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Selection of other advisers
  • CONSOLIDATION/REPORTING SERVICES

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

Current Employers
Xp Advisory Us, Inc.

701 Brickell Avenue Ste 1350, Miami, FL 33131 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2024-04-01
  • FL RA
    APPROVED
    Since 2024-04-01

Branch Locations

701 Brickell Avenue Ste 1350, Miami, FL 33131 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Bolton Global Capital Miami FL 12/2022 01/2024
Americas Market Intelligence Remote 11/2021 05/2022
Florida National University Hialeah FL 08/2017 05/2022
Colegio Anchieta Rio Grande Do Sul 01/2013 08/2017
Unemployed Miami FL 06/2022 12/2022
Xp Investments Us Miami FL 02/2024 Present
  • 12/2022 → 01/2024
    Bolton Global Capital
    Miami, FL
  • 11/2021 → 05/2022
    Americas Market Intelligence
    Remote
  • 08/2017 → 05/2022
    Florida National University
    Hialeah, FL
  • 01/2013 → 08/2017
    Colegio Anchieta
    Rio Grande Do Sul
  • 06/2022 → 12/2022
    Unemployed
    Miami, FL
  • 02/2024 → Present
    Xp Investments Us
    Miami, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-03-19
  • S66 Uniform Combined State Law Examination
    2024-03-19

View on SEC IAPD

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