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T-Mobile Center - B7 Calle Tabonuco Ste 1605, Guaynabo, PR 00968-3343 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PR | RA | APPROVED | 2022-04-11 |
Branch Locations
T-Mobile Center - B7 Calle Tabonuco Ste 1605, Guaynabo, PR 00968-3343 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mckenzie Securities Llc | San Juan | PR | 10/2020 | Present |
| Mckenzie And Associates | San Juan | PR | 04/2015 | Present |
| Mckenzie Investment Advisors Llc | San Juan | PR | 03/2022 | Present |
1. McKenzie & Associates, LLC, San Juan PR, Consulting, 80-120 hours/month during securities trading hours. 2. McKenzie Holdings LLC; San Juan, PR; Holding Company for B/D; Member; Started 10/20/2020; Member; approx. 5 hour per month after securities trading hours. 3. Position of Honorary Consul of Japan in Puerto Rico, 208 Ave Luis Muñoz Rivera, Suite 1029, San Juan, PR, 00966, Non-investment related, The nature of the other business: Serving as Honorary Consul for the country of Japan in Puerto Rico. Started March 1, 2023, 20 hours/month, 2 hrs/month during securities trading hours, To protect the interest of Japan and Japanese residents as well as to promote cultural exchanges between Japan and Puerto Rico. 4. International Chamber of Commerce, Non-Investment related, 33-43 avenue du Président Wilson, 75116 Paris, France, Chamber of commerce, Executive Board Member, started 7/20/2023, 5 hrs/month outside of securities trading hours. 5. McKenzie CFO, LLC, Non-Investment related, 208 Ave. Luis Munoz Rivera, Suite 1029, San Juan, P.R., 00966, Nature, Fintec development firm, started 6/15/2023, 10 hrs/month outside of securities trading hours, President and CEO. 6. Puerto Rico Chamber of Commerce, Non-Investment related, Chamber of Commerce Board Member, 4 hours/month, 1 hour/month during securities trading hours 7. Baldwin School of Puerto Rico, Non-Investment related, High School Board Member, 4 hours/month, 1 hour/month during securities trading hours 8. Cuerpo Consular de Puerto Rico, Non-Investment related, P.O. BOX 367614, SAN JUAN PR 00936, Association of Consuls of Puerto Rico, Member of the Board, Started 9/29/2025, 4 hours/month, 1 hour/month during securities trading hours, Attend meetings, opine and steer the consular corps. 9. Puerto Rico Chamber of Commerce, Non-Investment related, Miramar Plaza, 954 Av. Juan Ponce de León, STE 406, Suite, San Juan, 00907, Chamber of Commerce, President of the FACES Committee, Started 8/29/2025, 4 hours/month, 1 hour/month during securities trading hours, Coordinating the committee and organizing events and trips.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-06-11 |
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