CARLOS FRANCISCO URIARTE is an investment adviser representative (IAR) with state registration records since 2016, appearing at 4 firms. Currently registered with FIRST ADVISORS NATIONAL, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| FIRST ADVISORS NATIONAL, LLC | 2024-11-21 | present | Yes |
| WHOLEHEARTED FINANCIAL SERVICES LLC | 2022-05-19 | 2023-11-27 | — |
| BFC PLANNING, INC. | 2020-03-13 | 2021-09-27 | — |
| PFS INVESTMENTS INC. | 2016-07-08 | 2020-03-05 | — |