Carlos R Ferreira Lima is an investment adviser representative (IAR) with state registration records since 2009, appearing at 6 firms. Currently registered with XP ADVISORY US, INC..
| Firm | From | To | Current |
|---|---|---|---|
| XP ADVISORY US, INC. | 2025-11-25 | present | Yes |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2021-04-21 | 2025-11-04 | — |
| WELLS FARGO CLEARING SERVICES, LLC | 2018-09-17 | 2021-05-06 | — |
| CAPITAL GUARDIAN WEALTH MANAGEMENT, LLC | 2011-02-18 | 2012-09-27 | — |
| BOLTON SECURITIES CORPORATION | 2009-10-06 | 2010-12-31 | — |
| HSBC SECURITIES (USA) INC. | 2009-01-21 | 2009-08-03 | — |