Francisco R. Badiola
Professional summary
Francisco Ricardo Badiola, who also goes by Francisco Ricardo Badiola Lopez, Francisco Ricardo Badiolalopez, is a registered financial advisor currently at PINVEST located in Coral Gables, Florida.
Francisco is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Francisco has worked at 3 firms and has passed the Series 66, Series 31, Series 7TO and SIE exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Francisco Ricardo Badiola's CRS (Customer Relationship Summary).
Certified licenses
Experience
March 18, 2025 - Present
PINVEST
Office #1: 396 Alhambra Circle Ph2, Coral Gables, FL 33134June 27, 2022 - February 25, 2025
CITI PRIVATE ALTERNATIVES, LLC
May 10, 2021 - February 25, 2025
CITIGROUP GLOBAL MARKETS INC.
April 13, 2021 - February 25, 2025
CITIGROUP GLOBAL MARKETS INC.
Primary Firm SEC Registration
PINVEST
CRD#: 331586 / SEC#: 801-130446
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(3/18/2025)
Exams
Series 7TO
Date: 4/13/2021
General Securities Representative ExaminationCurrent Firm
PINVEST
CRD#: 331586 / SEC#: 801-130446
Contact information
SEC notice filing (1 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 8 |
| AUM (Assets Under Management) | $ 275,973,896 |
Red Flags
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Company Information
PINVEST
CRD#: 331586Coral Gables, FL 33134TRUST BUT VERIFY
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