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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2024-03-21 |
Branch Locations
2823 Third Avenue Suite 106, Bronx, NY 10455 • United States
445 Park Avenue Suite 949A, New York City, NY 10022 • 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 |
|---|---|---|---|---|
| Jpmorgan Chase Bank Na | New York | NY | 03/2008 | 04/2019 |
| J.P. Morgan Securities Llc | Bronx | NY | 10/2012 | 04/2019 |
| Cetera Advisors Llc | Denver | CO | 06/2019 | Present |
| Fuentes Wealth Management | New York | NY | 06/2019 | 02/2023 |
| Fwm Taxes | Bronx | NY | 01/2020 | 08/2021 |
| Fwm Taxes, Inc | Bronx | NY | 08/2021 | Present |
| Fuentes Wealth Management, Inc | New Rochelle | NY | 02/2023 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 03/2024 | Present |
| Fuentes Wealth Realty, Llc | Bronx | NY | 03/2024 | Present |
1) FIXED INSURANCE WITH VARIOUS COMPANIES, INVESTMENT RELATED, SAME AS REGISTERED LOCATION, FIXED INSURANCE, START DATE 06/2019, INSURANCE AGENT, APX NUMBER OF HOURS PER WEEK: VARIES, APX NUMBER OF HOURS DURING TRADING HOURS: VARIES, SELLS LIFE, HEALTH, DISABILITY, ANNUITIES AND LONG TERM CARE 2) NAME OF OTHER BUSINESS: FUENTES WEALTH MANAGEMENT, INC ; INVESTMENT RELATED: YES; ADDRESS: SAME AS RESIDENTIAL LOCATION; NATURE OF BUSINESS: FINANCIAL SERVICES; START DATE: 02/2023; POSITION/TITLE/RELATIONSHIP: OWNER/FINANCIAL PROFESSIONAL; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5; BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANICIAL SERVICES; 3) NAME OF OTHER BUSINESS: FWM TAXES, INC ; INVESTMENT RELATED: NO ; ADDRESS: 2823 THIRD AVE SUITE 106, BRONX, NY 10455 ; NATURE OF BUSINESS: TAX PREPARATION ; START DATE: 08/2021 ; POSITION/TITLE/RELATIONSHIP: OWNER / CFP / TAX PREPARER ; APX NUMBER OF HOURS PER WEEK: 5 ; APX NUMBER OF HOURS DURING TRADING HOURS: 5 ; BRIEF DESCRIPTION OF DUTIES: INCOME TAX PREPARATION AND BUSINESS LOANS ; 4) NAME OF OTHER BUSINESS: BUILD AND PROTECT WEALTH GROUP ; INVESTMENT RELATED: NO ; ADDRESS: 2823 THIRD AVE SUITE 106, BRONX, NY 10455 ; NATURE OF BUSINESS: LEGAL SERVICE PLANS ; START DATE: 01/2020 ; POSITION/TITLE/RELATIONSHIP: OWNER / SALES REPRESENTATIVE ; APX NUMBER OF HOURS PER WEEK: VARIES ; APX NUMBER OF HOURS DURING TRADING HOURS: VARIES ; BRIEF DESCRIPTION OF DUTIES: LEGAL SERVICE PLANS OFFERED THROUGH LEGAL SHIELD ; 5) NAME OF OTHER BUSINESS: HUB-THIRD AVENUE MERCHANTS DISTRICT MANAGEMENT ASSOCIATION, INC; INVESTMENT RELATED: NO; ADDRESS: 2823 THIRD AVENUE SUITE 106 BRONX NY 10455; NATURE OF BUSINESS: NON PROFIT; START DATE: 1/2021; POSITION/TITLE/RELATIONSHIP: BOARD MEMBER; APX NUMBER OF HOURS PER WEEK: 2; APX NUMBER OF HOURS DURING TRADING HOURS: 2; BRIEF DESCRIPTION OF DUTIES: NON PROFIT COMMUNITY BOARD, ATTEND MEETINGS; 6) NAME OF OTHER BUSINESS: FUENTES WEALTH REALTY, LLC, INVESTMENT RELATED: NO, ADDRESS: 2823 #RD AVENUE, STE 106, BRONX, NY 10801, NATURE OF BUSINESS: REAL ESTATE, START DATE: 03/2024, POSITION/TITLE/RELATIONSHIP: OWNER, APX NUMBER OF HOURS PER WEEK: 8, APX NUMBER OF HOURS DURING TRADING HOURS: VARIES, BRIEF DESCRIPTION OF DUTIES: REAL ESTATE AGENT FOR PUBLIC;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-03-23 |
| S63 | Uniform Securities Agent State Law Examination | 2008-05-16 |
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