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32-16 Broadway 2Nd Floor, Fair Lawn, NJ 07410 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PR | RA | APPROVED | 2018-01-12 |
Branch Locations
31 Calaf S, Hato Rey, PR 00918 • United States
32-16 Broadway 2Nd Floor, Fair Lawn, NJ 07410 • 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 |
|---|---|---|---|---|
| Oriental Financial Services | San Juan | PR | 02/2009 | Present |
1). LIMITED NOTARIAL PRACTICE(LAW) AND 25% OWNER OF PLATANERA DON MONSE, INC. AN AGRICULTURE-RELATED FAMILY OWNED BUSINESS. 2). HOGAR SAN FRANSISCO, LLC. CO-OWNER AND TREASURER OF LONG TERM CARE FACILITY FOR THE ELDERLY. START DATE APRIL 5, 2021. 3). HOGAR SAGRADOS CORAZONES, LLC. CO-OWNER AND TREASURER OF LONG TERM CARE FACILITY FOR THE ELDERLY. START DATE AUG 2021. 4) INSURANCE AGENT, SALE OF INSURANCE, FIXED AND VARIABLE ANNUITIES. 10% INTEREST. 5) POAR, LLC. OWNER PROVIDES FINANCIAL MANGEMENT SERVICES TO HOJAN SAJRADOS COROZONES LLC AND HOJAN SAN FRANCISCO LLC-BOTH ARE NURISNG HOME FACILITIES- PROVIDES FINANCIAL MANAGEMENT OF HSC AND HSF INCLUDING CASH FLOWS, ACCOUNT RECEIVABLES AND PAYABLES, CLIENT DEPOSITS AND SUPPLIER PAYMENTS. LINK WITH CPA OF BOTH BUSINESSES. START DATE 04/5/21. 5% OF REGULAR BUSINESS HOURS TIME. COMPENSATION: DIVIDENDS, PARTNER'S DRAW
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-04-14 |
| S63 | Uniform Securities Agent State Law Examination | 1994-09-10 |
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