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LP

Luis E. Piresfernandes

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CRD#: 1184739
LP

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Luis Eugenio Piresfernandes, who also goes by Luis Eucenio Piresfernandes, Eugenio Piresfernandes, was a registered financial professional .

Luis is a previously registered financial professional and started their career in finance in 1988. Luis had worked at 9 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Luis Eucenio Piresfernandes | Eugenio Piresfernandes

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
RIAR (Registered Investment Advisor Representative) with affiliated company EFG Asset Management (Americas), providing investment advice and services to clients on a non-discretionary basis. Compensation through EFG Capital International Corp (salaried employment).

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

May 3, 2021 - July 13, 2021

EFG CAPITAL INTERNATIONAL

RIA
CRD#: 40118
MIAMI, FL
Past

December 7, 2019 - March 17, 2025

EFG ASSET MANAGEMENT (AMERICAS) CORP.

RIA
CRD#: 158905
MIAMI, FL
Past

July 21, 2016 - February 22, 2019

EFG CAPITAL ADVISORS INC.

RIA
CRD#: 112224
MIAMI, FL
Past

July 12, 2012 - November 6, 2014

EFG CAPITAL ADVISORS LLC

RIA
CRD#: 145208
MIAMI, FL
Past

September 13, 2006 - March 17, 2025

EFG CAPITAL INTERNATIONAL

BD
CRD#: 40118
MIAMI, FL
Past

November 3, 2005 - August 21, 2006

SAFRA SECURITIES LLC

BD
CRD#: 47873
NEW YORK, NY
Past

April 13, 2004 - December 2, 2004

SANTANDER SECURITIES LLC

BD
CRD#: 41791
BOSTON, MA
Past

May 3, 2001 - April 16, 2004

COUTTS SECURITIES INC.

BD
CRD#: 105260
MIAMI, FL
Past

October 19, 1988 - June 14, 1990

IDS LIFE INSURANCE COMPANY

BD
CRD#: 6321
Past

October 19, 1988 - June 14, 1990

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 5/16/2012
Uniform Combined State Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


EC
EFG CAPITAL INTERNATIONAL
BDD CAPITAL INTERNATIONAL CORP. | EFG CAPITAL INTERNATIONAL CORP. | EFG CAPITAL INTERNATIONAL | EFG CAPITAL | BDD INTERNATIONAL, LTD.

CRD#: 40118 / SEC#: 801-120569, 8-48969

BD
Broker-Dealer Firm Regulated by FINRA (Florida district office)
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Contact information


Main Address
701 Brickell Ave 9th Floor & Suite 1350, Miami, FL 33131
Mailing Address
701 Brickell Ave 9th Floor & Suite 1310, Miami, FL 33131-2867
Phone number
(305) 482-8000
Established
Delaware since 01/03/1996
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (30 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)Latest Form ADV

Part 2 Brochures

EFG CAPITAL FORM ADV BROCHURE (2/18/2021)

Direct owners and executive officers


NamePositionCRD#
EFG CAPITAL HOLDINGS CORP.PARENT
ARGUMEDO, GUILLERMO ARTUROSENIOR VICE PRESIDENT, REGISTERED OPTIONS PRINCIPAL2542794
BORGES, LEONARDO SILVAPRINCIPAL OPERATIONS OFFICER5637377
ECHEVARRIA, VICTOR MANUELCHAIRMAN OF THE BOARD1939548
GONZALEZ, CARLOS JAVIERCHIEF COMPLIANCE OFFICER4294205
LEVERETT, KYLE LAWRENCEPRINCIPAL FINANCIAL OFFICER6123446
MESQUITA, SILVANA SOBRALAMLCO6983852
MOHOROVIC, SANJINCEO6849141

Disclosures


Regulatory Event6

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


EFG CAPITAL INTERNATIONAL

CRD#: 40118

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