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151 Calle De San Francisco Suite 200, San Juan, PR 00901 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2021-11-24 |
Branch Locations
151 Calle De San Francisco Suite 200, San Juan, PR 00901 • United States
620 Coolidge Dr 220, Folsom, CA 95630 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Talon Private Wealth, Llc | Folsom | CA | 11/2021 | Present |
| Talon Private Wealth, Llc | Folsom | CA | 01/2020 | 11/2021 |
| Plastic Surgery | Fleming Island | FL | 08/2017 | 01/2020 |
| Huddle House | Fleming Island | FL | 06/2016 | 08/2017 |
| Aag Capital, Inc. | Folsom | CA | 05/2022 | Present |
1) Talon Private Wealth; investment-related; 11974 CR 101, Suite 103, The Villages, FL 32162; Investment advisory firm; Investment advisor; investment advisor; 08/2021; 40 hours/week; 20 hours/week; Provide investment advice 2) AAG Capital, Inc; investment-related; Folsom, CA; Broker-Dealer firm; registered representative; 05/2022; 5 hours a week; sale of variable products
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2022-05-13 |
| S65 | Uniform Investment Adviser Law Examination | 2021-07-30 |
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