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Current Employers
Efg Private Wealth Management (Americas) Corp.

701 Brickell Avenue Suite 1310, Miami, FL 33131 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-01-29
  • FL RA
    APPROVED
    Since 2025-01-29

Branch Locations

Torre Argos, 2Nd Floor Santa Maria Business District, Panama City 0801 • Panama

701 Brickell Avenue Suite 1310, Miami, FL 33131 • 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
OrganizationCityStateFromTo
Mmg Bank Panama City 01/2017 10/2019
Ubs Asesores, S.A Panama City 10/2019 03/2022
Efg Asesores Panama, S.A Panama City 03/2022 Present
Not Employed Panama City 06/2016 01/2017
  • 01/2017 → 10/2019
    Mmg Bank
    Panama City
  • 10/2019 → 03/2022
    Ubs Asesores, S.A
    Panama City
  • 03/2022 → Present
    Efg Asesores Panama, S.A
    Panama City
  • 06/2016 → 01/2017
    Not Employed
    Panama City
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-12-06
  • S66 Uniform Combined State Law Examination
    2024-12-06
Other Names
  • Morris Mattout

View on SEC IAPD

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