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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PR | RA | APPROVED | 2023-05-22 |
Branch Locations
250 Ave Munoz Rivera Suite 104, San Juan, PR 00918-1806 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Jacksonville | FL | 10/2020 | 07/2022 |
| Fondo De Inversion Y Desarrollo Cooperativo | San Juan | PR | 02/2020 | 06/2020 |
| Conduent, Inc. | Guaynabo | PR | 12/2019 | 02/2020 |
| Independent Consultant | San Juan | PR | 08/2018 | 12/2019 |
| Florida International University | Miami | FL | 07/2017 | 08/2018 |
| By Minaco | San Juan | PR | 02/2014 | 07/2017 |
| Unemployed | San Juan | PR | 07/2020 | 09/2020 |
| Popular Securities, Llc | San Juan | PR | 08/2022 | 10/2022 |
| Charles Schwab & Co., Inc. | San Juan | PR | 02/2023 | Present |
| Charles Schwab Bank, Ssb | San Juan | PR | 02/2023 | Present |
| Unemployed | San Juan | PR | 11/2022 | 01/2023 |
1) Parguera Retreat |Investment Related: No|Real Estate (Non-Agent/Broker)|Property Owner |4/1/2022|Less than 20 hour/month - 0 during trading hours|Property set up for Short term vacation rental 2) Federal and State Foundatio, INC. |Investment Related:No|Ave. arterial Hostos 105 P202;San Juan ;PR ;00918 ;USA |Nonprofit Charitable Organizations|President of advisory Board |2024-06-03|HoursPerMonth:Less than 20|HoursSpentduringSecurityTrading:0|Oversee the foundation's advisory board and its executive Director.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-05-22 |
| S63 | Uniform Securities Agent State Law Examination | 2021-07-15 |
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