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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-04-16 |
| PR | RA | APPROVED | 2024-04-12 |
Branch Locations
B7 Calle Tabonuco Ste 806, Guaynabo, PR 00968 • 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 Corp | San Juan | PR | 03/2010 | 02/2020 |
| Herbert J. Sims & Co, Inc | Road 165, Km 1.2, #48, Ste 215 | PR | 02/2020 | 04/2024 |
| Pelegrina Ugobono Wealth Management | Guaynabo | PR | 03/2024 | 08/2024 |
| Raymond James Financial Services, Inc. | Guaynabo | PR | 03/2024 | Present |
| Raymond James Financial Services Advisors, Inc. | Guaynabo | PR | 03/2024 | Present |
(1)Name of Business: SJ Advisors Address: B7 Calle Tabonuco Ste 806, Guaynabo, PR, 00968-3360, United States Activity Type: Support Company - Non Owner Position/Title: Independent Contractor, Other Investment Related: No Start Date: 08/15/2024 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: FA/IA. DBA for my RJ Financial Services
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-12-11 |
| S63 | Uniform Securities Agent State Law Examination | 2018-07-23 |
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