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Chief Compliance Officer - Principal · Inversiones Sura

Julio C. Canas

CRD 6130484 · Named on Form ADV at one SEC-registered adviser

At a glance

Inversiones Sura, an SEC-registered wealth manager based in Miami, FL with $160 million in regulatory assets, lists Julio C. Canas on its Form ADV as Chief Compliance Officer - Principal, a control person.

Firms and roles

  • Inversiones SuraChief Compliance Officer - PrincipalWealth manager · Miami, FL · $160M in regulatory assets

AtlasMembers

Julio’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Julio’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.