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Eduardo J Quinones Archilla

Osaic Wealth, Inc.

San Juan, PR

CRD 5509863

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Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Osaic Wealth, Inc.

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States

Current Registrations

AuthorityCategoryStatusDate
PR RA APPROVED 2025-01-24
TX RA APPROVED 2025-01-24
  • PR RA
    APPROVED
    Since 2025-01-24
  • TX RA
    APPROVED
    Since 2025-01-24

Branch Locations

654 Plaza Munoz Rivera Avenue Suite 923, San Juan, PR 00918 • 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
OrganizationCityStateFromTo
Luis R Quinones Insurance Agency Inc Hato Rey PR 01/2004 Present
Lincoln Financial Securities Corporation Hato Ray PR 12/2008 01/2025
Osaic Wealth, Inc. San Juan PR 01/2025 Present
  • 01/2004 → Present
    Luis R Quinones Insurance Agency Inc
    Hato Rey, PR
  • 12/2008 → 01/2025
    Lincoln Financial Securities Corporation
    Hato Ray, PR
  • 01/2025 → Present
    San Juan, PR
Previous Registrations
  • 2009-02-06 → 2025-01-24
    Osaic Fs, Inc.
    San Juan, PR
Other Businesses

1) EDUARDO QUINONES DBA QUINONES FINANCIAL GROUP INC, 654 MUNOZ RIVERA AVENUE SUITE 923 HATO REY PR 00918 CATEGORY: INSURANCE INVESTMENT RELATED: YES TITLE: AGENT DUTIES: OFFERING ACCIDENT INSURANCE, DISABILITY INSURANCE, FIXED ANNUITIES, INDEXED ANNUITIES, LONG TERM CARE INSURANCE, AND TRADITIONAL FIXED LIFE INSURANCE START DATE: 10/31/2011 (NEW NAME JULY 2024) HOURS PER MONTH: 40 HOURS PER MONTH DURING TRADING HOURS: 40 2) EQA FINANCIAL LLC 654 PLAZA SUITE 923, 654 MUNOZ RIVERA AVENUE SAN JUAN PUERTO RICO 00918 CATEGORY: INSURANCE INVESTMENT RELATED: YES TITLE: SOLE OWNER /ENTITY DUTIES: SOLE OWNER OF ENTITY OFFERING HEALTH INSURANCE, DISABILITY INSURANCE, FIXED ANNUITIES, FIXED INDEXED ANNUITIES, LONG TERM CARE INSURANCE, PROPERTY & CASUALTY INSURANCE, AND TRADITIONAL LIFE INSURANCE START DATE: 07/29/20 HOURS PER MONTH: 50 HOURS PER MONTH DURING TRADING HOURS: 50

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-12-21
  • S66 Uniform Combined State Law Examination
    2019-12-21
Other Names
  • Eduardo J Quinones

View on SEC IAPD

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