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Lucas-Juan Benjamin Uzdavinis

Popular Securities, LLC

San Juan, PR

CRD 7993412

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Employer firm

Popular Securities, LLC CRD 8096

$2.62B regulatory AUM 36 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Popular Securities, Llc

Popular Center, 208 Ponce De Leon Suite 1200, Hato Rey, PR 00918 • United States

Current Registrations

AuthorityCategoryStatusDate
PR RA APPROVED 2025-09-30
  • PR RA
    APPROVED
    Since 2025-09-30

Branch Locations

208 Ponce De Leon Ave Popular Center Suite 1200, 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
Ave Maria University Ave Maria FL 08/2017 05/2023
Betras Kopp & Markota Tampa FL 06/2019 08/2019
Popular Securities Llc San Juan PR 06/2023 04/2024
Popular Securities Llc San Juan PR 04/2024 Present
Jesuit High School Tampa FL 08/2013 05/2017
  • 08/2017 → 05/2023
    Ave Maria University
    Ave Maria, FL
  • 06/2019 → 08/2019
    Betras Kopp & Markota
    Tampa, FL
  • 06/2023 → 04/2024
    Popular Securities Llc
    San Juan, PR
  • 04/2024 → Present
    Popular Securities Llc
    San Juan, PR
  • 08/2013 → 05/2017
    Jesuit High School
    Tampa, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-08-13
  • S66 Uniform Combined State Law Examination
    2025-08-13

View on SEC IAPD

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