JC
Juan Carlos Carvallo
CRD 2587147
Firms
| Firm | Role | As of |
|---|---|---|
| Lifeinvest Wealth Management, Ltd | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Lifeinvest Wealth Management, Ltd
President Chief Executive Officer / Chief Operating Officer · 25% – 50% · Oct 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗