Best Investors
Account
Sign in
Best Investors
Account
Sign in
American International Plaza 250 Ave. Muñoz Rivera, Suite 1420, San Juan, PR 00918 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-05-22 |
Branch Locations
1200 Brickell Ave Suite 1680, Miami, FL 33131 • United States
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 |
|---|---|---|---|---|
| Consultiva Wealth Mgmt Corp | Miami | FL | 05/2024 | Present |
| Self Employed | Ciudad De Mexico | 06/2011 | 05/2024 |
*Kent Worldwide LTD - not investment related - Data Science Firm - United Kingdom - Managing Partner - Since 2020 - approx. 25 hrs. per month - Focus on Sales, administration and programming. *Venture Finance Services de Mexico - not investment related - Foreign Investment Consulting Firm - Mexico - Managing Partner - Since 2012 - approx. 4 hrs. per month - Sales, administration and advisory. *Pegaso Investments LLC - not investment related - Commercial real estate investment advisory firm - Texas USA - Economist - Since 8/1/2023 - approx. 8 hrs. per month - Apply economic & statistical analysis for investment decisions. *Independant Financial and Analytical Adviser for foreign individuals and small firms - investment related - Adviser - Since 2023 - approx. 24 hrs. per month - provide advice related to macroeconomic trends.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-03-11 |
Reach out to this advisor