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Edmundo Javier Garza

Consultiva Wealth Management, Corp.

San Juan, PR

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Current Employers
Consultiva Wealth Management, Corp.

American International Plaza 250 Ave. Muñoz Rivera, Suite 1420, San Juan, PR 00918 • United States

Current Registrations

AuthorityCategoryStatusDate
PR RA APPROVED 2014-02-28
  • PR RA
    APPROVED
    Since 2014-02-28

Branch Locations

American International Plaza 250 Ave. Muñoz Rivera, Suite 1420, San Juan, PR 00918 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Consultiva Wealth Management Corp San Juan PR 10/2000 Present
Huntleigh Securities Corporation St. Louis MO 07/2016 02/2025
Interamerican University Of Pr Rio Piedras PR 07/1988 Present
Savile Capital Markets Llc San Juan PR 02/2025 Present
  • 10/2000 → Present
    Consultiva Wealth Management Corp
    San Juan, PR
  • 07/2016 → 02/2025
    Huntleigh Securities Corporation
    St. Louis, MO
  • 07/1988 → Present
    Interamerican University Of Pr
    Rio Piedras, PR
  • 02/2025 → Present
    Savile Capital Markets Llc
    San Juan, PR
Previous Registrations
Other Businesses

CONSULTIVA WEALTH MANAGEMENT CORP/ IAR / INVESTMENT RELATED / SAN JUAN, PR/ ADVISORY FIRM/ 10-2000, 80HR MONTH SAVILE CAPITAL MARKETS / REGISTERED REP/ INVESTMENT RELATED / SAN JUAN, PR/ INTRODUCING BD/ 02-2025, 80HR MONTH CONSULTIVA INSURANCE / AGENT / INVESTMENT RELATED / SAN JUAN, PR / INSURANCE COMPANY / 2-2023 / APPROX 10 HRS MONTH INTERAMERICAN UNIVERSITY OF PR / PROFESSOR/ NOT INVESTMENT RELATED / SAN JUAN, PR / UNIVERSITY / 07-1988 / 16HRS MONTH VAQUERIA TRES MONJITAS / ECONOMICS CONSULTANT/ NOT INVESTMENT RELATED / ADVISES ECONOMIC MATTERS / SAN JUAN PR / 3HR MONTH CSR, INC / OWNER / NOT INVESTMENT RELATED / NONPROFIT BOOK PUBLISHING / SAN JUAN PR / 06-2017 / 4 HRS MONTH ACADEMIA MARIA REINA / BOARD MEMBER / NONPROFIT SCHOOL / NOT INVESTMENT RELATED / FINANCE & AUDIT COMMITTEE MEMBER / SAN JUAN PR / 08-2013 / 12HRS YR INICIATIVA COMUNITARIA / BOARD MEMBER / NOT INVESTMENT RELATED / NONPROFIT COMMUNITY SERVICE / ATTEND MEETINGS / SAN JUAN, PR / 05-2018 / 2 HRS MONTH

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2021-01-28
S65 Uniform Investment Adviser Law Examination 2002-04-17
  • S63 Uniform Securities Agent State Law Examination
    2021-01-28
  • S65 Uniform Investment Adviser Law Examination
    2002-04-17
Other Names
  • Edmundo Javier Garzaponcedeleon
  • Edmundo J Garza
  • Edmund Javier Garza

View on SEC IAPD

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KOVACK ADVISORS, INC. · San Juan, PR
CEFI CAPITAL, LLC · SAN JUAN, PR
OWLCREST PARTNERS LLC · SAN JUAN, PR
OSAIC WEALTH, INC. · SAN JUAN, PR
NPA ASSET MANAGEMENT, LLC · SAN JUAN, PR
TRANSAMERICA FINANCIAL ADVISORS, LLC · SAN JUAN, PR
NEGRON-RAMOS LLC · SAN JUAN, PR
PR FIVE WEALTH MANAGEMENT LLC · SAN JUAN, PR

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