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243 Carretera #2, Guaynabo, PR 00966-1915 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PR | RA | APPROVED | 2016-02-03 |
Branch Locations
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 |
|---|---|---|---|---|
| Pariter Wealth Management Group | Guaynabo | PR | 07/2009 | Present |
| Pariter Securities | Guaynabo | PR | 08/2009 | Present |
(1) INSURANCE BROKERAGE & INSURANCE BROKER. (2) CCR DEVELOPMENT GROUP: SODA CONCENTRATE MANUFACTURING PRESIDENT; (3) FOCAL POINT MEDIA CORP.: ADVERTISING SERVICES. PRESIDENT; (4) FJR ACQUISITION CORP.: BILLBOARD REAL ESTATE (5) Romark Bioscience S.A.R.L.LLC, Business of disclvoering, developing, manufacturing and marketing innovative pharmaceutical products; Start Date: 03/2018; Title: Independent Contractor; Time Spent: 5 - 10 hours per month; Assist company in developing its business by introducing business opportunities and consulting with the company on a range of business development matters including strategic planning, manufacturing, R&D among other things. (6) The Phoenix Fund, Puerto Rico & USA; Private Equity Company that manages a fund; Start Date: 02/2018; Title: Advisory Board Member; Time Spent: 5 -10 hours per month; Duties: As Manager of the Fund, PFA provides administrative services to the Fund and undertakes related business activities.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1999-08-19 |
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