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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-02-24 |
| PR | RA | APPROVED | 2026-02-06 |
Branch Locations
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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Guaynabo | PR | 10/2008 | 02/2026 |
| Bank Of America, N.A. | Guaynabo | PR | 02/2011 | 02/2026 |
| Ubs Financial Services Inc. | San Juan | PR | 02/2026 | Present |
I*134267 For profit or not for profit: For-Profit Organization Name of outside business organization: MLCT Investments LLC Investment related: N Address of business: Guaynabo, 00969 Nature of business: LLC, Position, title, association: General Partner, Start date of relationship: 9/14/2020 Number of hours devoted: 1 hour(s) Monthly Number of hours devoted during trading hours: 1 Duties: Passive LLC for investing in non-Puerto Rico investments as an investment account in Merrill Lynch. It is set up mainly for tax purposes. Belongs to me and my wife, sole purpose is to invest our personal funds I*1547290 For profit or not for profit: Entity For Profit Name of outside business organization: MLCT INVESTMENTS LLC Investment related: N Address of business: Guaynabo, , 00969, Puerto Rico Nature of business: ["Limited Liability Company"] Position, title, association: ["Owner"], Start date of relationship: 9/11/2023 Number of hours devoted: 0 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: , Personal Investments (me and my wife)
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-11-13 |
| S63 | Uniform Securities Agent State Law Examination | 1996-11-02 |
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