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53 Palmeras Street Suite 601, San Juan, PR 00901 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PR | RA | APPROVED | 2022-07-11 |
| OH | RA | APPROVED | 2021-03-26 |
Branch Locations
53 Palmeras Street Suite 601, San Juan, PR 00901 • United States
Delaware, OH • United States
Dorado, PR • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Windsor Advisory Group, Llc | Columbus, Ohio | OH | 10/2002 | 04/2021 |
| Chapel Bridge Wealth Advisors | San Juan | PR | 02/2021 | Present |
TRADOVATE HOLDINGS, FUTURES BROKERAGE, 936 HOME ROAD, DELAWARE, OH 43015; FUTURES TRADING PLATFORM AND BROKERAGE, INVESTOR/ADVISORY BOARD, SINCE 2017; 1 HOUR/WEEK.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-10-20 |
| S63 | Uniform Securities Agent State Law Examination | 1994-08-22 |
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