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American International Plaza 250 Ave. Muñoz Rivera, Suite 1420, San Juan, PR 00918 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PR | RA | APPROVED | 2020-05-05 |
Branch Locations
American International Plaza 250 Ave. Muñoz Rivera, Suite 1420, San Juan, PR 00918 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Colegio Rosa Bell | Guaynabo | PR | 07/2016 | 07/2017 |
| Senor Frog's Restaurant | San Juan | PR | 08/2017 | 01/2018 |
| Fluor | Guaynabo | PR | 01/2018 | 05/2018 |
| Allied Logistics | Caguas | PR | 05/2018 | 06/2019 |
| Mutual Of Omaha Investor Services | Guaynabo | PR | 07/2019 | 03/2020 |
| Mutual Of Omaha Insurance Company | Guaynabo | PR | 07/2019 | 03/2020 |
| Consultiva Wealth Management, Corp. | San Juan | PR | 03/2020 | Present |
| Huntleigh Securities Corporation | San Juan | PR | 07/2020 | 09/2025 |
| Savile Capital Markets Llc | San Juan | PR | 09/2025 | Present |
1) Consultiva Insurance Corp. / Non-investment Related / San Juan, PR / Insurance Agent / Insurance lines of business: Life & Health - Hours/ Since: 07/2019 / per week during trading hours: 10 2) Consultiva Wealth Management Corp. / Investment-related / San Juan, PR / Investment Advisor Representative / SEC regulated advisory firm / Since 3/2020 / per week during trading hours: 40 hours 3) Savile Capital Markets LLC / Investment-related / San Juan, PR / Registered Representative / FINRA regulated IBD / Since 09/2025 / per week during trading hours: 40 hours
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2021-02-08 |
| S65 | Uniform Investment Adviser Law Examination | 2019-09-26 |
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