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Daniel Ignacio Rodriguez Gonzalez

Consultiva Wealth Management, Corp.

San Juan, PR

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Current Employers
Consultiva Wealth Management, Corp.

American International Plaza 250 Ave. Muñoz Rivera, Suite 1420, San Juan, PR 00918 • United States

Current Registrations

AuthorityCategoryStatusDate
PR RA APPROVED 2020-05-05
  • PR RA
    APPROVED
    Since 2020-05-05

Branch Locations

American International Plaza 250 Ave. Muñoz Rivera, Suite 1420, San Juan, PR 00918 • 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
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
  • 07/2016 → 07/2017
    Colegio Rosa Bell
    Guaynabo, PR
  • 08/2017 → 01/2018
    Senor Frog's Restaurant
    San Juan, PR
  • 01/2018 → 05/2018
    Fluor
    Guaynabo, PR
  • 05/2018 → 06/2019
    Allied Logistics
    Caguas, PR
  • 07/2019 → 03/2020
    Mutual Of Omaha Investor Services
    Guaynabo, PR
  • 07/2019 → 03/2020
    Mutual Of Omaha Insurance Company
    Guaynabo, PR
  • 03/2020 → Present
    San Juan, PR
  • 07/2020 → 09/2025
    Huntleigh Securities Corporation
    San Juan, PR
  • 09/2025 → Present
    Savile Capital Markets Llc
    San Juan, PR
Previous Registrations
Other Businesses

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

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2021-02-08
S65 Uniform Investment Adviser Law Examination 2019-09-26
  • S63 Uniform Securities Agent State Law Examination
    2021-02-08
  • S65 Uniform Investment Adviser Law Examination
    2019-09-26
Other Names
  • Daniel Ignacio Rodriguez

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