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Goel Andres Velazquez Rosa

Vauban Wealth Management

Guaynabo, PR

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Current Employers
Vauban Wealth Management

Lot K-2 Marginal Street Suite 201 Oasis Gardens Development, Guaynabo, PR 00969 • United States

Current Registrations

AuthorityCategoryStatusDate
PR RA APPROVED 2019-11-15
  • PR RA
    APPROVED
    Since 2019-11-15

Branch Locations

Lot K-2 Marginal Street Suite 201 Oasis Gardens Development, Guaynabo, PR 00969 • 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
Vauban International Bank San Juan PR 11/2018 Present
Master Group Toa Baja PR 09/2017 10/2018
Universidad De Puerto Rico/ Cpa License & Registration Mayaguez PR 08/2009 09/2017
  • 11/2018 → Present
    Vauban International Bank
    San Juan, PR
  • 09/2017 → 10/2018
    Master Group
    Toa Baja, PR
  • 08/2009 → 09/2017
    Universidad De Puerto Rico/ Cpa License & Registration
    Mayaguez, PR
Other Businesses

INDEPENDENT CONTRACTOR, CPA PROVIDING ACCOUNTING SERVICES SINCE 05/2018 NOT INVESTMENT RELATED 10 HOURS A MONTH

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-11-15
  • S65 Uniform Investment Adviser Law Examination
    2019-11-15

View on SEC IAPD

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