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Urb. Terra Senorial, Menorca St. 116, Ponce, PR 00731 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PR | RA | APPROVED | 2016-06-30 |
Branch Locations
Urb. Terra Senorial, Menorca St. 116, Ponce, PR 00731 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Esi Advisors | Ponce | PR | 06/2016 | Present |
| Crowley Caribbean Logistics | Guaynabo | PR | 10/2014 | Present |
| Pbf Solutions | Guaynabo | PR | 03/2014 | Present |
I am currently engaged in two other businesses as follows: 1. Crowley Caribbean Logistics - Address: Centro Inter Mercadeo # 11, Guaynabo, PR 00968 - Nature: Logistics and Supply of Liquefied Natural Gas Supply. Not an investment-related business. - Position: Operations Manager - Provide business development and management support to Crowley LNG supply in PR. - Start Date: October 2014 - # of Hours: Full Time - # of Hours during Securities Trading Hours: 8 hrs / day 2. Personal Business Financial Solutions (PBF Solutions) - Address: Urb. Venus Gardens, 1731 Calle Istar, San Juan, PR 00926 - Nature: Insurance Agency - Position: Financial Professional - Sales agent of term insurance and fixed annuities. Investment- Related business. - Start Date: March 2014 - # of Hours: 2-4 hours per month - # of Hours during Securities Trading Hours: 0 hrs / day
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-05-02 |
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