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Patricia Ibarburu Cabrera

EPIC CAPITAL SECURITIES
BOCA RATON, FL
·CRD# 6750535·9 years experience

Professional Summary

Patricia Ibarburu Cabrera is a registered financial advisor currently at EPIC CAPITAL SECURITIES located in Boca Raton, Florida. Patricia is registered as a RR (Registered Representative) and started their career in finance in 2017. Patricia has worked at 1 firm.

At a Glance

Best-Interest Standard

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

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Years of Experience

9 years in the financial services industry

Current & Past Employments

EPIC CAPITAL SECURITIES·CRD# 166756
BD
1951 Nw 19th Street Suite 203, Boca Raton, FL 33431
January 25, 2017 - Present

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Current Firm

EC
EPIC CAPITAL SECURITIES

EPIC CAPITAL SECURITIES | EPIC CAPITAL SECURITIES CORP

CRD#: 166756 / SEC#: 8-69229
BD
Broker-Dealer Firm Regulated by FINRA (Florida district office)

Contact Information

Main Address

1951 Nw 19th Street Suite 203, Boca Raton, FL 33431

Mailing Address

1951 Nw 19th Street Suite 203, Boca Raton, FL 33431

Phone Number

(561) 829-2173

Established

Florida since 11/29/2012

Firm Type

Corporation

Fiscal Year End

December

Firm Size

Small

FINRA licenses (19 States and Territories)

Registered to provide investment advisory services in 0 US states and territories.

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
LATIN SECURITIES HOLDINGS LLCSHAREHOLDER—
CAIROLI, PABLO MANUELCEO4024225
GILMAN, ROBERT CRAIGCFO/FINOP/PFO/POO1738412
NILSSON, THOMAS MARTINPRESIDENT6157841
NILSSON, THOMAS MARTINCCO/ COO6157841

Disclosures

Regulatory Event

1

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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.

The advisor shows no other business activity.

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
This advisor is not registered in any state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

FINRA
SRO Registrations

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CRS (Client Relationship Summary) - BD

Click below to view Patricia Ibarburu Cabrera's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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