Christian Adrian Urroz

$1.96T regulatory AUM 416,984 advisory clients

Reported services (Item 5G)

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

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2025-03-24
FL	RA	APPROVED	2025-02-13

Branch Locations

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

Organization	City	State	From	To
W&S Brokerage Services	Miramar	FL	09/2023	01/2025
Western & Southern Life	Miramar	FL	08/2023	01/2025
Smart Credit	Managua		02/2021	07/2023
Geo Strategy Partners	Atlanta	GA	10/2019	10/2020
Advist Consulting Gorup	Managua		06/2019	01/2021
Stateside, Co.	San Jose		03/2019	10/2019
Incae Business School	Alajuela		01/2018	02/2019
Agencia Espanola De Cooperacion Internacional Para El Desarrollo	Managua		06/2013	12/2017
Morgan Stanley	Miami	FL	01/2025	Present

09/2023 → 01/2025

W&S Brokerage Services

Miramar, FL
08/2023 → 01/2025

Western & Southern Life

Miramar, FL
02/2021 → 07/2023

Smart Credit

Managua
10/2019 → 10/2020

Geo Strategy Partners

Atlanta, GA
06/2019 → 01/2021

Advist Consulting Gorup

Managua
03/2019 → 10/2019

Stateside, Co.

San Jose
01/2018 → 02/2019

Incae Business School

Alajuela
06/2013 → 12/2017

Agencia Espanola De Cooperacion Internacional Para El Desarrollo

Managua
01/2025 → Present

Morgan Stanley

Miami, FL

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2025-01-17
S63	Uniform Securities Agent State Law Examination	2023-11-13

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