Edgardo A Romero

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Current Employers

Morgan Stanley

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2024-12-06
FL	RA	APPROVED	2024-11-26

TX RA
APPROVED

Since 2024-12-06
FL RA
APPROVED

Since 2024-11-26

Branch Locations

20807 Biscayne Boulevard 5Th&6Th Floor, Aventura, FL 33180 • 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

Organization	City	State	From	To
J.P. Morgan Securities Llc	Fort Lauderdale	FL	12/2022	02/2023
Jpmorgan Chase Bank, N.A.	Fort Lauderdale	FL	04/2021	02/2023
Wells Fargo Bank	Coconut Creek	FL	10/2017	04/2021
Mercato Cinema Llc	Coconut Creek	FL	01/2017	08/2017
Kfc Restaurant	Coral Springs	FL	11/2016	12/2016
Unemployed	Coconut Creek	FL	12/2012	11/2016
Morgan Stanley	Aventura	FL	02/2023	Present

12/2022 → 02/2023

J.P. Morgan Securities Llc

Fort Lauderdale, FL
04/2021 → 02/2023

Jpmorgan Chase Bank, N.A.

Fort Lauderdale, FL
10/2017 → 04/2021

Wells Fargo Bank

Coconut Creek, FL
01/2017 → 08/2017

Mercato Cinema Llc

Coconut Creek, FL
11/2016 → 12/2016

Kfc Restaurant

Coral Springs, FL
12/2012 → 11/2016

Unemployed

Coconut Creek, FL
02/2023 → Present

Morgan Stanley

Aventura, FL

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2024-11-25

S66 Uniform Combined State Law Examination

2024-11-25

Other Names

Edgar Romero
Edgardo Romeroguevara
Edgardo Guevara
Edgardo Romero

View on SEC IAPD

Other Firms

UNISON ASSET MANAGEMENT LLC

EPIPHANLY ADVISORY, LLC

CORAL WEALTH MANAGEMENT, LLC

PINNACLE INVESTMENTS, LLC

LPL FINANCIAL LLC

J.P. MORGAN SECURITIES LLC

KAILIX ADVISORS LLC

1818 PRIVATE CLIENT GROUP, LLC

Other Investors

DIEGO P MOSCOSO

KEVIN RICARDO SHURLAND

JOSE MIGUEL PENA

CARLOS EUGENIO LOWELL

GABRIEL CEBALLOS

MANUEL M. MENDEZ

Other Offices

UNISON ASSET MANAGEMENT LLC · AVENTURA, FL

EPIPHANLY ADVISORY, LLC · AVENTURA, FL

CORAL WEALTH MANAGEMENT, LLC · MIAMI, FL

PINNACLE INVESTMENTS, LLC · MIAMI, FL

LPL FINANCIAL LLC · AVENTURA, FL

J.P. MORGAN SECURITIES LLC · AVENTURA, FL

KAILIX ADVISORS LLC · AVENTURA, FL

1818 PRIVATE CLIENT GROUP, LLC · AVENTURA, FL

More in Aventura, FL

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