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32-16 Broadway 2Nd Floor, Fair Lawn, NJ 07410 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2020-03-13 |
| PR | RA | APPROVED | 2020-03-13 |
Branch Locations
32-16 Broadway 2Nd Floor, Fair Lawn, NJ 07410 • United States
31 Calaf Street, Hato Rey, PR 00918 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Santander Securities | Guaynabo | PR | 07/2006 | 01/2020 |
| Nationwide Planning Associates, Inc. | Paramus | NJ | 01/2020 | Present |
______________________________________________________________ NAME OF ORGANIZATION: Valisa LLC Compensated: No Investment related: No Position: President Start: 2022 Hours devoted: 0 Hours devoted during securities trading hours: <1 Description of duties: Oversee completion of government required reports as well as any forms or documents. ______________________________________________________________ NAME OF ORGANIZATION: Vandelay LLC Compensated: No Investment related: No Position: President Start: 2021 Hours devoted: 0 Hours devoted during securities trading hours: <1 Description of duties: Oversee completion of government required reports as well as any forms or documents. ______________________________________________________________ NAME OF ORGANIZATION: March LLC Compensated: No Investment related: No Position: President Start: 2021 Hours devoted: 0 Hours devoted during securities trading hours: <1 Description of duties: Oversee completion of government required reports as well as any forms or documents. ______________________________________________________________ INDEPENDENT INSURANCE AGENT THROUGH VARIOUS AGENCIES. NAME OF ORGANIZATION: IVF LLC, VIF LLC START DATE:1/1/2024 DESCRIPTION: CONSULTING, BUSINESS STRATEGY, MARKET ANAYLSIS, SIYSTEMA IMPLEMENTATION RISK ANAYLSIS, SAVING STRATEGIES, CASH FLOW ANALYSIS, BUDGETING. ETC COMPENSATION: VARIABLE FEE % OF TIME SPENT: 1/2 HOUR
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-09-10 |
| S63 | Uniform Securities Agent State Law Examination | 1999-09-07 |
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