# CARLOS FRANCISCO URIARTE

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.

## Registration history (4)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [FIRST ADVISORS NATIONAL, LLC](https://search.stillhousedata.com/firm/166212) | 2024-11-21 | present | Yes |
| [WHOLEHEARTED FINANCIAL SERVICES LLC](https://search.stillhousedata.com/firm/317944) | 2022-05-19 | 2023-11-27 | — |
| [BFC PLANNING, INC.](https://search.stillhousedata.com/firm/119682) | 2020-03-13 | 2021-09-27 | — |
| [PFS INVESTMENTS INC.](https://search.stillhousedata.com/firm/10111) | 2016-07-08 | 2020-03-05 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/5891807)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/5891807.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.