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Spluegenstrasse 5, Zurich 8022 • Switzerland
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-08-16 |
Branch Locations
10100 Santa Monica Boulevard, Los Angeles, CA 90067 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wellacre Wealth Management, Llc | Santa Monica | CA | 10/2023 | 02/2026 |
| Wellacre Wealth Management, Llc | Santa Monica | CA | 01/2025 | 02/2026 |
| Local Is Global | Madrid | 06/2022 | 09/2022 | |
| Wellacre Wealth Management, Llc | Santa Monica | CA | 06/2021 | 11/2021 |
| Yamaguchi Bonsi Nursey | Los Angeles | CA | 06/2018 | 08/2018 |
| Wind Addiction Kitesurfing School | San Juan | PR | 04/2017 | 08/2019 |
| Seeking Employment | Sherman Oaks | CA | 06/2023 | 10/2023 |
| Vontobel Swiss Financial Advisers Ag | Los Angeles | CA | 06/2026 | Present |
| Seeking Employment | Los Angeles | CA | 02/2026 | 06/2026 |
| School | San Juan | PR | 08/2015 | 04/2017 |
| School | Madrid | 08/2019 | 06/2021 | |
| School | Madrid | 11/2021 | 06/2022 | |
| School | Madrid | 09/2022 | 06/2023 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-01-18 |
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