Renata Parra is a registered investment advisor, based in Miami, FL, with 5 years of industry experience.
Location
200 S. Biscayne Blvd Suite 500, Miami, FL, 33131
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Renata is an associate/employee at Sankalpa Financial Group LLC since 2021, working as a financial advisor. She dedicates minimal time to this role.
Employment History
Current Registrations
Raymond James Financial Services, INC.
July 2021 - Present · 4 yrs 10 mos
Raymond James Financial Services Advisors, INC
July 2021 - Present · 4 yrs 10 mos
Raymond James Financial Services, INC.Broker
July 2021 - Present · 4 yrs 10 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
June 2020 - July 2021 · 1 yr 1 mo
Wells Fargo Clearing Services, LLCBroker
May 2020 - July 2021 · 1 yr 2 mos
Foreside Fund Services, LLCBroker
May 2019 - May 2019 · 0 mos
State Registrations9 states
CAFLGANVNYSDTXVirgin IslandsWY
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.