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53 Calle Palmeras Caribe Office Bldg, Suite 600, San Juan, PR 00901-2421 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PR | RA | APPROVED | 2025-03-06 |
Branch Locations
53 Calle Palmeras Caribe Office Bldg, Suite 600, San Juan, PR 00901-2421 • United States
11 Municipal Drive Ste 200 Pmb 1018, Fishers, IN 46038 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PR | RA | APPROVED | 2025-02-24 |
Branch Locations
11 Municipal Drive Ste 200 Pmb 1018, Fishers, IN 46038 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Santa Clara University | Santa Clara | CA | 09/1993 | Present |
| Bhz Capital Management | San Jose | CA | 12/2019 | 07/2024 |
| Bhz Equity Research | San Jose | CA | 06/2012 | 12/2019 |
| Hendershott Wealth Management, Llc | Fishers | IN | 01/2025 | Present |
| Bhpr Equity Research Corp | San Juan | PR | 01/2025 | Present |
1. BHPR Equity Research Corp; PR, Chief Investment Officer and Investment Advisor Representative; start date 01/2025; 25 hrs a month.// 2. Santa Clara University, Santa Clara, CA; 09/1993; Finance Professor; 40-50 hours per year.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-02-24 |
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