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Account
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420 Ave Ponce De Leon Cond Midtown, Suite 103, San Juan, PR 00918 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PR | RA | APPROVED | 2024-11-08 |
Branch Locations
420 Ave Ponce De Leon Cond Midtown, Suite 103, San Juan, PR 00918 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Local Redevelopment Authority For Roosevelt Roads | San Juan | PR | 08/2013 | 12/2016 |
| Cetera Advisors Network Llc | El Segundo | CA | 02/2021 | 10/2021 |
| Lebenthal Global Advisors, Llc | San Juan | PR | 01/2023 | 09/2024 |
| Lebenthal Financial Services, Inc. | San Juan | PR | 01/2023 | 09/2024 |
| Negrón-Ramos Llc | San Juan | PR | 05/2018 | Present |
| Negrón-Ramos | San Juan | PR | 01/2017 | Present |
(1.) NAME OF OBA: INDEPENDENT INSURANCE AGENT; ADDRESS: SAN JUAN, PR; NATURE OF BUSINESS: INSURANCE; INVESTMENT RELATED: YES; TITLE: OWNER; DUTIES: SALE OF INSURANCE PRODUCTS; START DATE: 06/01/2017; APPROX. NUMBER OF HOURS PER WEEK: 15; APPROX. NUMBER OF HOURS DURING TRADING HOURS: 3; (2.) NAME OF OBA: CPA TAX PRACTICE; ADDRESS: SAN JUAN, PR; NATURE OF BUSINESS: TAX PRACTICE; INVESTMENT RELATED: NO; TITLE: OWNER; DUTIES: TAX PRACTICE; START DATE: 01/01/2017; APPROX. NUMBER OF HOURS PER WEEK: 5; APPROX. NUMBER OF HOURS DURING TRADING HOURS: 1
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-08-25 |
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