Investment adviser representative · B365invest
Juan C. Garrido Zevallos
CRD 7518654 · San Antonio, TX
At a glance
Juan C. Garrido Zevallos is an investment adviser representative with B365invest in San Antonio, TX, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Juan’s SEC record dates to 2025, about 1 years ago.
Current advisory firm
- B365investSince November 2025San Antonio, TX · State-registered or not in the SEC’s list
SEC adviser record
- Registered since
- 2025 (1 years)
- Designations
- None on file
- Exams
- Series 65, Series 66
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Juan’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 1 firmLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.
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