Ximena Maria Vidales
How is this counted?
Counted from the earlier of the person's first job or first state securities exam on their SEC record (currently the Series 63, 65 or 66). The SIE, futures exams and earlier firm registrations are not counted. The count runs to the end of their latest job, or this year if a job is still open. It includes every employer listed, even outside investment work, and any gaps between jobs. The SEC record lists jobs held in about the last 10 years, so jobs that ended before then are not counted. Years are counted by calendar year, so the figure can run up to a year high. This is not a measure of skill or quality.
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Services the firm offers
These describe the firm as a whole, not only this advisor.
Experience
11 years since the first job or state securities exam on the SEC record. Counts all jobs listed.
- Invex Advisors LLCOct 2026 to now
- Invex, LLCJul 2026 to now
- University of Miami - Herbert School of BusinessAug 2025 to May 2026
- Icp Funds I, S.A.P.I. De C.VJun 2022 to Apr 2024
- Terra Costa Investments, LLC (keller Williams Realty)Mar 2021 to Mar 2023
- Krave CookiesAug 2020 to Jul 2025
- Ferry Interior Design, Inc.Aug 2019 to Aug 2020
- Able CityJul 2019 to Jul 2019
- Boka PowellJun 2018 to Oct 2018
- Texas Christian UniversityAug 2015 to May 2019
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (FL).
Invex Advisors LLC
Official records
Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- 8238066
- 164519