Stefano Ubaldo Fanfani

Current Employers

Uniwealth Advisors, Inc.

Cutler Bay, FL • United States

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2003-09-30

FL RA
APPROVED

Since 2003-09-30

Branch Locations

Cutler Bay, FL • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Portfolio Resources Group, Inc.	Coral Gables	FL	04/2002	Present
Uniwealth Advisors, Inc.	Cutler Bay	FL	09/2003	Present

04/2002 → Present

Portfolio Resources Group, Inc.

Coral Gables, FL
09/2003 → Present

Uniwealth Advisors, Inc.

Cutler Bay, FL

Other Businesses

"Uniwealth advisors, Inc",Is Investment Related,7991 SW 186 Street Cutler Bay, FL 33157,Investment advisor,President,5/23/2003,30 hours per month,10 hours per month during trading hours,Salary Compensation,Investment advisory services.

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	2005-11-09
S65	Uniform Investment Adviser Law Examination	2002-04-12

S63 Uniform Securities Agent State Law Examination

2005-11-09
S65 Uniform Investment Adviser Law Examination

2002-04-12