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Alonso Jose Rodriguez Segarra

Advise Financial

Boca Raton, FL

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Current Employers
Advise Financial

10055 Yamato Road, Suite 202, Boca Raton, FL 33498 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2024-05-09
TX RA APPROVED 2023-02-07
FL RA APPROVED 2016-10-11
  • CA RA
    APPROVED
    Since 2024-05-09
  • TX RA
    APPROVED
    Since 2023-02-07
  • FL RA
    APPROVED
    Since 2016-10-11

Branch Locations

10055 Yamato Road, Suite 202, Boca Raton, FL 33498 • 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
Advise Financial Llc Boca Raton FL 11/2015 Present
Mercantil Bank Caracas 07/2010 06/2017
Mercantil Mutual Fund Caracas 01/2009 06/2017
Mercantil Mutual Fund Caracas 01/2015 06/2017
Mercantil Investment Services Caracas 01/2015 06/2017
  • 11/2015 → Present
    Advise Financial Llc
    Boca Raton, FL
  • 07/2010 → 06/2017
    Mercantil Bank
    Caracas
  • 01/2009 → 06/2017
    Mercantil Mutual Fund
    Caracas
  • 01/2015 → 06/2017
    Mercantil Mutual Fund
    Caracas
  • 01/2015 → 06/2017
    Mercantil Investment Services
    Caracas
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-09-24
  • S65 Uniform Investment Adviser Law Examination
    2015-09-24
Designations
Other Names
  • Alonso Rodriguez Segarra
  • Alonso Jose Rodriguez

View on SEC IAPD

Other Firms

SUN CAPITAL ADVISORS, L.P.
AMERIPRISE FINANCIAL SERVICES, LLC
HIGHTOWER ADVISORS, LLC
ISAM FUNDS (USA) LLC
J.P. MORGAN SECURITIES LLC
FOCUS PARTNERS WEALTH, LLC
UBS FINANCIAL SERVICES INC.
WELLS FARGO CLEARING SERVICES, LLC

Other Investors

THOMAS JETHRO DARDEN
Nancy JoeAnn Tush
LANCE P ROSS
BARBARA BLOOM VARGAS
ISABEL VOYER
JEFFREY MARK EAGLE
ELIZABETH V BRUNO
GREGORY DEHRMANN MISEYKO

Other Offices

SUN CAPITAL ADVISORS, L.P. · BOCA RATON, FL
AMERIPRISE FINANCIAL SERVICES, LLC · BOCA RATON, FL
HIGHTOWER ADVISORS, LLC · Boca Raton, FL
ISAM FUNDS (USA) LLC · BOCA RATON, FL
J.P. MORGAN SECURITIES LLC · Boca Raton, FL
FOCUS PARTNERS WEALTH, LLC · Boca Raton, FL
J.P. MORGAN SECURITIES LLC · Boca Raton, FL
FOCUS PARTNERS WEALTH, LLC · Boca Raton, FL

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