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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PR | RA | APPROVED | 2026-02-03 |
| HI | RA | APPROVED | 2017-05-18 |
| TX | RA | APPROVED | 2016-12-13 |
| CA | RA | APPROVED | 2016-11-14 |
Branch Locations
151 Calle De San Francisco Suite 200 Pmb Xxx, San Juan, PR 00901 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | San Francisco | CA | 05/2009 | 10/2016 |
| Raymond James Financial Services, Inc | San Juan | PR | 10/2016 | Present |
| Raymond James Financial Services Advisors Inc. | San Juan | PR | 11/2016 | Present |
(1)Name of Business: Elevon Wealth Management Address: 75 Broadway Suite #202, San Francisco, CA, 94111, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 10/28/2016 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Chief Executive Officer, Senior Portfolio Manager (2)Name of Business: IHR Management Address: 1 Calle Rodriguez Serra, unit 802, San Juan, PR, 00907, United States Activity Type: Support Company - Owner Position/Title: Officer - CEO Investment Related: No Start Date: 03/19/2026 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Components of forecasting, client conversations, and tailored services based on client requirements, asset management, equity research, wealth management and planning, portfolio management. (3)Name of Business: IHR Ventures Address: 1 Calle Rodriguez Cerra, #802, San Juan, PR, 00907, United States Activity Type: Support Company - Owner Position/Title: Officer - CEO Investment Related: No Start Date: 03/19/2026 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Components of forecasting, client conversations, and tailored services based on client requirements, asset management, equity research, wealth management and planning, portfolio management.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2001-08-03 |
| S65 | Uniform Investment Adviser Law Examination | 2001-07-27 |
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