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Avenida Esmeralda #5, Second Floor, Guaynabo, PR 00969 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-06-27 |
| PR | RA | APPROVED | 2022-02-01 |
Branch Locations
Avenida Esmeralda #5, Second Floor, Guaynabo, PR 00969 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mutual Of Omaha Southern Florida & Caribbean Division Office | Guaynabo | PR | 05/2018 | 11/2021 |
| Mutual Of Omaha Investor Services | Guaynabo | PR | 09/2018 | 10/2021 |
| Techno Talent Group | Aguada | PR | 09/2015 | 01/2019 |
| Mirus Consulting Group | Humacao | PR | 08/2017 | 12/2017 |
| Pharma-Bio Serv | Dorado | PR | 05/2019 | 09/2021 |
| Weil Group Inc. | Caguas | PR | 09/2021 | 10/2022 |
| Caf Investments Llc | Guaynabo | PR | 01/2022 | Present |
1) AUTHORIZED REPRESENTATIVE; INSURANCE AGENT; INVESTMENT RELATED: YES; 322 CALLE VIOLETA CAGUAS PUERTO RICO 00725 UNITED STATES; INSURANCE AGENT LICENSED FOR LIFE AND HEALTH INSURANCE; SERVICE CLIENTS AS INSURANCE AGENT; START DATE: 2022-06-24; HOURS PER MONTH DEVOTED TO BUSINESS DURING TRADING HOURS: 2; HOURS PER MONTH DEVOTED TO BUSINESS OUTSIDE TRADING HOURS: 1; PERCENTAGE OF TOTAL YEARLY COMPENSATION EXPECTED TO BE DERIVED FROM THE BUSINESS: 1 2) Jose Enrique Linares Blasini is Sr Engineering Consultant at Linares Blasini Consulting; Is the business investment related: No; Location of the business: 322 Violeta, Urb Lomas de la Serrania Caguas PR 00725; Description of the business: Engineering Consulting Services; Responsibilities Duties: Industrial Engineering and Data Analytics Services provided depending on needs of clients; Start date with business: 2024-01-01; Hours per month devoted to business during trading hours: 3; Hours per month devoted to business outside trading hours: 5; Percentage of total yearly compensation expected to be derived from the business: 80; 3) Amgen; Sr Engineer; Non Investment Related; PR-31 Juncos Puerto Rico 00777; Description: Amgen Inc. (formerly Applied Molecular Genetics Inc.) is an American multinational biopharmaceutical company headquartered in Thousand Oaks, California.; Responsibilities; The role involves providing Industrial Engineering and Data Analytics Services as part of the Engineering Digital Technology Team as well as the Sustainability Team; Start date: 2024-07-22; Hours per month devoted to business during trading hours: 3; Hours per month devoted to business outside trading hours: 5; Percentage of total yearly compensation expected to be derived from the business: 85.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-04-10 |
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