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32-16 Broadway 2Nd Floor, Fair Lawn, NJ 07410 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PR | RA | APPROVED | 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
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2016-11-08 |
| S66 | Uniform Combined State Law Examination | 2000-03-13 |
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