Juan Pablo Cobian Moran

Invex Advisors LLC

Coral Gables, FL

CRD 6712218

Claim This Profile

Employer firm

Invex Advisors LLC CRD 164519

$759M regulatory AUM 84 advisory clients

Reported services (Item 5G)

Portfolio management (individuals)
AN OPEN-END FUND INCORPORATED IN THE CAYMAN ISLANDS

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

Current Employers

Invex Advisors Llc

2 Alhambra Plaza Ste. Ph Ii, Coral Gables, FL 33134 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2024-05-10
FL	RA	APPROVED	2019-05-28

TX RA
APPROVED_RES

Since 2024-05-10
FL RA
APPROVED

Since 2019-05-28

Branch Locations

2 Alhambra Plaza Ste. Ph Ii, Coral Gables, FL 33134 • 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
Invex, Llc	Coral Gables	FL	07/2016	Present
Invex Advisors Llc	Coral Gables	FL	04/2019	Present

07/2016 → Present

Invex, Llc

Coral Gables, FL
04/2019 → Present

Invex Advisors Llc

Coral Gables, FL

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2017-07-24

S66 Uniform Combined State Law Examination

2017-07-24

Other Names

Juanpablo Cobianmoran
Juan Pablo Cobian Moran
Juan Pablo Cobian

View on SEC IAPD

Nearby Firms

RAYMOND JAMES & ASSOCIATES, INC.

STIFEL, NICOLAUS & COMPANY, INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Nearby Investors

MIGUEL ANGEL VIYELLA

SERGIO MARISCAL LOZANO

Nearby Offices

RAYMOND JAMES & ASSOCIATES, INC. · CORAL GABLES, FL

STIFEL, NICOLAUS & COMPANY, INCORPORATED · Coral Gables, FL

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · CORAL GABLES, FL

More in Coral Gables, FL

Reviews

No reviews yet

Want to share your experience?

Sign in to leave a review

Loading reviews...

Reach out to this advisor