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Kevin Ives Barros

Balanz

Coral Gables, FL

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Current Employers
Balanz

2811 Ponce De Leon Blvd. Suite 710, Coral Gables, FL 33134 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2024-07-24
FL RA APPROVED 2024-04-10
  • NY RA
    APPROVED
    Since 2024-07-24
  • FL RA
    APPROVED
    Since 2024-04-10

Branch Locations

2811 Ponce De Leon Blvd. Suite 710, 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
OrganizationCityStateFromTo
Balanz Advisors Llc Coral Gables FL 02/2024 Present
Balanz Argentina Buenos Aires 02/2021 02/2024
Transperfect Buenos Aires 06/2019 02/2021
Dataxis Buenos Aires 07/2018 05/2019
Zurich Insurence Co. Buenos Aires 11/2017 06/2018
Universidad Torcuato Di Tella Buenos Aires 03/2013 10/2017
  • 02/2024 → Present
    Balanz Advisors Llc
    Coral Gables, FL
  • 02/2021 → 02/2024
    Balanz Argentina
    Buenos Aires
  • 06/2019 → 02/2021
    Transperfect
    Buenos Aires
  • 07/2018 → 05/2019
    Dataxis
    Buenos Aires
  • 11/2017 → 06/2018
    Zurich Insurence Co.
    Buenos Aires
  • 03/2013 → 10/2017
    Universidad Torcuato Di Tella
    Buenos Aires
Other Businesses

Investment Advisor Representative. Balanz Advisors LLC. since 02/29/2024. 40 hrs per month during trading hours. same address.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2024-10-22
S65 Uniform Investment Adviser Law Examination 2024-03-26
  • S63 Uniform Securities Agent State Law Examination
    2024-10-22
  • S65 Uniform Investment Adviser Law Examination
    2024-03-26
Other Names
  • Kevin Barros

View on SEC IAPD

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ACCUMULATOR OPERATIONS LLC
021 INVESTMENTS LLC
VIM WEALTH MANAGEMENT, LLC
CETERA INVESTMENT ADVISERS LLC
AMERANT INVESTMENTS, INC.

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MIGUEL ANGEL VIYELLA
SONNIA VIYELLA
SERGIO MARISCAL LOZANO
Heidy Frank
CHRISTOPHER JOHN BRUCE
JUAN PABLO MILITELLO
ANNE-SOPHIE M COLAS
LAURA STECKLER

Other Offices

RAYMOND JAMES & ASSOCIATES, INC. · CORAL GABLES, FL
STIFEL, NICOLAUS & COMPANY, INCORPORATED · Coral Gables, FL
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · CORAL GABLES, FL
ACCUMULATOR OPERATIONS LLC · CORAL GABLES, FL
021 INVESTMENTS LLC · MIAMI, FL
VIM WEALTH MANAGEMENT, LLC · CORAL GABLES, FL
CETERA INVESTMENT ADVISERS LLC · Coral Gables, FL
VIM WEALTH MANAGEMENT, LLC · Coral Gables, FL

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