Carlos J Vega-plaza

Current Employers

Socio-Economico

San Juan, PR • United States

Current Registrations

Authority	Category	Status	Date
PR	RA	APPROVED	2025-05-05

PR RA
APPROVED

Since 2025-05-05

Branch Locations

San Juan, PR • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination Yes

Employment History

Organization	City	State	From	To
Mvm Inc	San Juan	PR	01/2016	12/2018
Eagleye Inc.	Caguas	PR	07/2018	03/2020
Carlos Vega Plaza	Caguas	PR	05/2018	12/2018
Axa Advisors, Llc	Ny	NY	11/2018	06/2020
Equitable Advisors, Llc	New York	NY	11/2018	04/2021
N/A	San Sebastian	PR	04/2021	06/2021
Mutua Of Omaha Investor Service	Guaynabo	PR	06/2021	09/2023
Mutual Of Omaha Insurance Company	Guaynabo	PR	06/2021	09/2023
Consultiva Wealth Management Corp	San Juan	PR	10/2023	06/2024
Self-Employee	San Juan	PR	06/2024	Present

01/2016 → 12/2018

Mvm Inc

San Juan, PR
07/2018 → 03/2020

Eagleye Inc.

Caguas, PR
05/2018 → 12/2018

Carlos Vega Plaza

Caguas, PR
11/2018 → 06/2020

Axa Advisors, Llc

Ny, NY
11/2018 → 04/2021

Equitable Advisors, Llc

New York, NY
04/2021 → 06/2021

N/A

San Sebastian, PR
06/2021 → 09/2023

Mutua Of Omaha Investor Service

Guaynabo, PR
06/2021 → 09/2023

Mutual Of Omaha Insurance Company

Guaynabo, PR
10/2023 → 06/2024

Consultiva Wealth Management Corp

San Juan, PR
06/2024 → Present

Self-Employee

San Juan, PR

Previous Registrations

2023-12-18 → 2024-06-06

Consultiva Wealth Management, Corp.

San Juan, PR

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2023-11-29

S65 Uniform Investment Adviser Law Examination

2023-11-29

Other Names

Carlos J Vega-Plaza
Carlos Juan Vega

View on SEC IAPD