XJ
Xavier Jose Urpi
CRD 1729302
Firms
| Firm | Role | As of |
|---|---|---|
| Emergent Financial Services, Llc. | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Emergent Financial Services, Llc.
Cio/Managing Partner · 25% – 50% · Mar 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗