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Current Employers
Pariter Wealth Management Group Llc

243 Carretera #2, Guaynabo, PR 00966-1915 • United States

Current Registrations

AuthorityCategoryStatusDate
PR RA APPROVED 2019-07-16
  • PR RA
    APPROVED
    Since 2019-07-16

Branch Locations

243 Carretera #2, Guaynabo, PR 00966-1915 • United States

Disclosures

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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Pariter Securities, Llc San Juan PR 02/2016 Present
Pariter Wealth Management San Juan PR 02/2016 Present
  • 02/2016 → Present
    Pariter Securities, Llc
    San Juan, PR
  • 02/2016 → Present
    Pariter Wealth Management
    San Juan, PR
Other Businesses

(1) Insurance Agent. not investment related. Provide alternatives to clients related to life insurance products. 15 hours/mo, not during business hours. (2) Sampson Real Estate, San Juan, PR; Not investment related; Real Estate Broker; Start Date: 10/2018; time spent: 5 - 10 hours per month;

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-07-16
S63 Uniform Securities Agent State Law Examination 2017-11-27
  • S65 Uniform Investment Adviser Law Examination
    2019-07-16
  • S63 Uniform Securities Agent State Law Examination
    2017-11-27
Other Names
  • Eduardo Sotomayor

View on SEC IAPD

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