Jorge Chiriboga

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers
Educational seminars
PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

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

One Bryant Park, New York, NY 10036 • United States

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2026-08-14

Branch Locations

4242 Six Forks Rd, Raleigh, NC 27609 • United States

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

Organization	City	State	From	To
Bank Of America, N.A.	Fort Lauderdale	FL	05/2026	Present
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Fort Lauderdale	FL	04/2026	Present
Cayago Americas Inc	Fort Lauderdale	FL	03/2019	04/2026
Flightline Drug Testing	Fort Lauderdale	FL	07/2018	03/2019
Sparta Consulting Inc	Hollywood	FL	02/2017	07/2018
Best Buy	Plantation	FL	10/2016	02/2017
Mundomac - Apple Ecuador	Quito		02/2014	09/2016

05/2026 → Present

Bank Of America, N.A.

Fort Lauderdale, FL
04/2026 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Fort Lauderdale, FL
03/2019 → 04/2026

Cayago Americas Inc

Fort Lauderdale, FL
07/2018 → 03/2019

Flightline Drug Testing

Fort Lauderdale, FL
02/2017 → 07/2018

Sparta Consulting Inc

Hollywood, FL
10/2016 → 02/2017

Best Buy

Plantation, FL
02/2014 → 09/2016

Mundomac - Apple Ecuador

Quito

Code	Exam	Date
S66	Uniform Combined State Law Examination	2026-07-27