Axel Jose Otero

Current Employers

Allgen Financial Advisors, Inc.

100 W. Lucerne Circle Suite 200, Orlando, FL 32801 • United States

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2025-01-01

FL RA
APPROVED

Since 2025-01-01

Branch Locations

100 W. Lucerne Circle Suite 200, Orlando, FL 32801 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Popular, Inc	San Juan	PR	10/2015	12/2017
First Bank Puerto Rico	San Juan	PR	12/2017	06/2018
Self-Employeed	Orlando	FL	07/2018	05/2023
Allen Financial Advisors, Inc.	Orlando	FL	05/2023	Present

10/2015 → 12/2017

Popular, Inc

San Juan, PR
12/2017 → 06/2018

First Bank Puerto Rico

San Juan, PR
07/2018 → 05/2023

Self-Employeed

Orlando, FL
05/2023 → Present

Allen Financial Advisors, Inc.

Orlando, FL

Other Businesses

01/2022 - Present, Brew A Coffee, LLC d/b/a "Cafe Don Juan", Not Investment Related, 1100 S. Orlando Avenue, Suite B, Winter Park, Florida 32789, Restaurant/Cafe, I am a Partner that spends up to 10 hours a month handling accounting oversight and payroll.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2023-07-18

S65 Uniform Investment Adviser Law Examination

2023-07-18

Other Names

Axel J Otero Crescioni

View on SEC IAPD

Current Employers

Allgen Financial Advisors, Inc.

Disclosures

Employment History

Other Businesses

Exams

Other Names

Other Firms

Other Investors

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