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32-16 Broadway 2Nd Floor, Fair Lawn, NJ 07410 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PR | RA | APPROVED | 2018-01-12 |
Branch Locations
31 Calaf St, Hato Rey, PR 00918 • United States
32-16 Broadway 2Nd Floor, Fair Lawn, NJ 07410 • 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 |
|---|---|---|---|---|
| Oriental Financial Services | Rio Piedras | PR | 10/1999 | 03/2017 |
| Nationwide Planning Associates,Inc | Paramus | NJ | 03/2017 | Present |
SOCIEDAD ESPANOLA DE AUXILIO & BENEFICIENCIA AUXILIO MUTUO-MEMBER OF BOARD OF DIRECTORS AND SUBCOMMITTEES. SOCIEDAD ESPANOLA DE AUXILIO & BENEFICIENCIA AUXILIO MUTUO CREATED SUBSIDIARY CORPORATION NAMED AUXILIO MUTUO ADQUISITION FOR THE PURPOSE OF PURCHASING ASSETS OF HOSPITIAL HIMA SAN PABLO IN BANKRUPCY COURT. - NAMED SECRETARY AND TREASURER OF THE ENTITY. NON PROFIT & NO COMPENSATION WILL BE RECEIVED.-DUTITES & OBLIGATIONS- PART OF THE BOARD OF DIRECTORS OF THE HOSPITAL MANAGEMENT COMPANY. LLC ESTABLISHED FOR ESTATE PLANNING PURPOSE. IT WILL HOLD MOSTLY US ASSETS. IT'S A PASSIVE INVESTMENT CORP. TITLE: CHIEF EXECUTIVE & MEMBER. DUTIES & OBLIGATIONS: MANAGED THE LLC ASSETS. FINANCIAL INTEREST?: YES, 95%. SOURCE OF INITIAL AND ONGOING CAPITAL: INITIAL INVESTMENT IS CASH, 95% PROVIDED BY ME AND 5% PROVIDED BY MY SPOUSE. ONGOING CAPITAL FROM INCOME. COMPENSATION?: NO COMPENSATION.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-02-17 |
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