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Claude Ivan Ronc

Uyana Partners LLC

Miami, FL

Wilen Bei Wollerau

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Current Employers
Uyana Partners Llc

1450 Brickell Avenue Suite 2130, Miami, FL 33131 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2024-11-05
  • FL RA
    APPROVED
    Since 2024-11-05

Branch Locations

1450 Brickell Avenue Suite 2130, Miami, FL 33131 • United States

Konradsweg 33, Wilen Bei Wollerau 8832 • Switzerland

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
Uyana Partners Llc Miami FL 09/2024 Present
Ubs Ag Zurich 03/2000 09/2016
Insignium Wealth Management Ag Zurich 09/2016 Present
  • 09/2024 → Present
    Miami, FL
  • 03/2000 → 09/2016
    Ubs Ag
    Zurich
  • 09/2016 → Present
    Insignium Wealth Management Ag
    Zurich
Other Businesses

Insignium Wealth Management AG; investment related; Zurich, Switzerland; investment advisor; Relationship Manager; since September 2016; 4 to 5 hours/day, 2 to 3 of which are during securities trading hours.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-07-04
  • S65 Uniform Investment Adviser Law Examination
    2024-07-04

View on SEC IAPD

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