Juan Carlos Romero Daccarett

Current Employers

Better Wealth Advisory Llc

New York, NY • United States

Current Registrations

Authority	Category	Status	Date
NY	RA	APPROVED	2024-05-22

NY RA
APPROVED

Since 2024-05-22

Branch Locations

New York, NY • 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
Better Wealth Advisory Llc	New York	NY	03/2024	Present
Amex Trs Company, Inc.	New York	NY	03/2023	Present
Play Business, Sapi De Cv	Mexico City		02/2018	03/2023
Instituto Tecnologico Y De Estudios Superiores De Monterrey	Mexico City		01/2016	05/2019

03/2024 → Present

Better Wealth Advisory Llc

New York, NY
03/2023 → Present

Amex Trs Company, Inc.

New York, NY
02/2018 → 03/2023

Play Business, Sapi De Cv

Mexico City
01/2016 → 05/2019

Instituto Tecnologico Y De Estudios Superiores De Monterrey

Mexico City

Other Businesses

2023-Present: Amex TRS Company, Inc./Not Investment Related/New York, NY/Entity issues credit cards, processes payments, and provides travel-related services./Finance Manager/Involves up to 70% time each month, including during traditional business hours.//

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2024-05-06

S65 Uniform Investment Adviser Law Examination

2024-05-06

Other Names

Juan Carlos Romero

View on SEC IAPD