Best Investors Account Sign in
Current Employers
Npa Asset Management, Llc

32-16 Broadway 2Nd Floor, Fair Lawn, NJ 07410 • United States

Current Registrations

AuthorityCategoryStatusDate
PR RA APPROVED 2025-04-28
  • PR RA
    APPROVED
    Since 2025-04-28

Branch Locations

32-16 Broadway 2Nd Floor, Fair Lawn, NJ 07410 • United States

452 Ponce De Leon Ave Ste 404, 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
Lincoln Financial Securities Corporation San Juan PR 07/2008 01/2025
Osaic Wealth, Inc. San Juan PR 01/2025 03/2025
Nationwide Planning Associates San Juan PR 03/2025 Present
  • 07/2008 → 01/2025
    Lincoln Financial Securities Corporation
    San Juan, PR
  • 01/2025 → 03/2025
    San Juan, PR
  • 03/2025 → Present
    Nationwide Planning Associates
    San Juan, PR
Previous Registrations
  • 2025-01-24 → 2025-04-08
    San Juan, PR
    San Juan, PR
  • 2011-06-16 → 2025-01-24
    Osaic Fs, Inc.
    San Juan, PR
    San Juan, PR
Other Businesses

1)DIANA M CORUJO/CORUJO FINANCIAL MANAGEMENT 452 PONCE DE LEON AVE. SUITE 404 SAN JUAN, PR 00918 CATEGORY: INSURANCE INVESTMENT-RELATED:YES TITLE: AGENT DUTIES: OFFERING PROPERTY & CASUALTY INSURANCE, ACCIDENT & HEALTH INSURANCE, DISABILITY INSURANCE, FIXED ANNUITIES, INDEXED ANNUITIES, LONG TERM CARE INSURANCE, PREMIUM FINANCING (FIXED INSURANCE), CANCER INSURANCE AND TERM LIFE INSURANCE, FIXED UNIVERSAL LIFE INSURANCE, EQUITY INDEXED ANNUITIES , AND TRADITIONAL FIXED LIFE INSURANCE. START DATE:12/1/1994 HOURS PER MONTH: 160 2)RETIREMENT VALUABLE SOLUTIONS LLC/ 452 PONCE DE LEON AVE. SUITE 404 SAN JUAN, P.R. 00918 CATEGORY:LLC INVESTMENT-RELATED:NO TITLE: SOLE OWNER DUTIES:CHECKWRITING/EXPENSE MANAGEMENT START DATE:11/7/2006 HOURS PER MONTH: 1 HOURS PER MONTH DURING TRADING HOURS:0 3) DAMAGE INSPECTOR, GIUSTI ST, GUAYNABO PR CATEGORY: SERVICE INDUSTRY INVESTMENT RELATED: NO TITLE: SELF DUTIES: INSPECT PROPERTY DAMAGE START DATE: 11/2017 HOURS PER MONTH: 76 HOURS PER MONTH DURING TRADING HOURS 4. US POWER SQUADRON MEETINGS POSITION: SECRETARY START DATE: 10/26/2025 INVESTMENT RELATED: NO DUTIES: KEEP OFFICIAL LOG OF ATTENDANCE, MAINTAIN AN UP TO DATE MAILING LIST FOR MEETING NOTICES AND SQUADRON COMMUNICATIONS, HAVE CUSTODY OF OFFICIAL COPY OF SQUADRON BYLAWS AND KEEP IT UP TO DATE NO COMPENSATION, VOLUNTARY WORK

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2016-11-08
S66 Uniform Combined State Law Examination 2000-03-13
  • S63 Uniform Securities Agent State Law Examination
    2016-11-08
  • S66 Uniform Combined State Law Examination
    2000-03-13
Other Names
  • Diana Corujo
  • Diana M Corujo

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Fair Lawn, NJ

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor