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Jose Alberto Sobrado

Mg Capital Partners, LLC

Chevy Chase, MD

CRD 6985333

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Employer firm

Mg Capital Partners, LLC CRD 305512

$83.3M regulatory AUM 32 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Mg Capital Partners, Llc

Chevy Chase, MD • United States

Current Registrations

AuthorityCategoryStatusDate
DC RA APPROVED 2020-03-16
VA RA APPROVED 2020-02-19
MD RA APPROVED 2019-10-14
  • DC RA
    APPROVED
    Since 2020-03-16
  • VA RA
    APPROVED
    Since 2020-02-19
  • MD RA
    APPROVED
    Since 2019-10-14

Branch Locations

7021 Bybrook Ln, Chevy Chase, MD 20815 • 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
Pruco Securities, Llc Bethesda MD 06/2018 10/2019
Unemployed Chevy Chase MD 01/2017 05/2018
Dole Italia Spa Milan 11/2014 12/2016
The Prudential Insurance Company Of America Bethesda MD 10/2018 10/2019
Mg Capital Partners, Llc Chevy Chase MD 09/2019 Present
Innovation Partners, Llc Charlotte NC 10/2019 12/2019
  • 06/2018 → 10/2019
    Pruco Securities, Llc
    Bethesda, MD
  • 01/2017 → 05/2018
    Unemployed
    Chevy Chase, MD
  • 11/2014 → 12/2016
    Dole Italia Spa
    Milan
  • 10/2018 → 10/2019
    The Prudential Insurance Company Of America
    Bethesda, MD
  • 09/2019 → Present
    Mg Capital Partners, Llc
    Chevy Chase, MD
  • 10/2019 → 12/2019
    Innovation Partners, Llc
    Charlotte, NC
Previous Registrations
Other Businesses

Jose Alberto Sobrado is a licensed insurance agent.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-09-10
  • S66 Uniform Combined State Law Examination
    2018-09-10
Designations
  • Chartered Financial Analyst

View on SEC IAPD

Nearby Firms

TRITONPOINT WEALTH, LLC
ARTEMIS REAL ESTATE PARTNERS
TRITONPOINT CAPITAL, LLC

Nearby Investors

ANDREW KEVAN SCHIFF
Ryan Wilson Ferrell
WILLIAM ALAN STERLING

Nearby Offices

TRITONPOINT WEALTH, LLC · CHEVY CHASE, MD
ARTEMIS REAL ESTATE PARTNERS · CHEVY CHASE, MD
TRITONPOINT CAPITAL, LLC · CHEVY CHASE, MD

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