Best Investors Account Sign in
Inactive

Renee Sue Davies

Chapel Bridge Wealth Advisors

San Juan, PR

Delaware, OH

Dorado, PR

Claim This Profile
Current Employers
Chapel Bridge Wealth Advisors

53 Palmeras Street Suite 601, San Juan, PR 00901 • United States

Current Registrations

AuthorityCategoryStatusDate
PR RA APPROVED 2022-10-19
OH RA APPROVED 2021-03-26
  • PR RA
    APPROVED
    Since 2022-10-19
  • OH RA
    APPROVED
    Since 2021-03-26

Branch Locations

53 Palmeras Street Suite 601, San Juan, PR 00901 • United States

Delaware, OH • United States

Dorado, PR • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Chapel Bridge Wealth Advisors San Juan PR 02/2021 Present
Full Time Homemaker Delaware OH 05/2015 02/2021
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-10-17
S63 Uniform Securities Agent State Law Examination 1994-12-21
  • S65 Uniform Investment Adviser Law Examination
    2022-10-17
  • S63 Uniform Securities Agent State Law Examination
    1994-12-21
Other Names
  • Renee Sue Shupp
  • Renee S Shupp

View on SEC IAPD

Other Firms

KOVACK ADVISORS, INC.
CEFI CAPITAL, LLC
OWLCREST PARTNERS LLC
OSAIC WEALTH, INC.
NPA ASSET MANAGEMENT, LLC
TRANSAMERICA FINANCIAL ADVISORS, LLC
NEGRON-RAMOS LLC
PR FIVE WEALTH MANAGEMENT LLC

Other Investors

CARLOS JUAN MIRANDA
RAFAEL R QUINTERO
Osvaldo Cruz Cintron
JUAN ANTONIO BRUNO
Paola Teresa Gautier-Ortiz
EMMANUEL LOUBRIEL
HECTOR JAVIER JIRAU
LOURDES M CORUJO-RAMSEY

Other Offices

KOVACK ADVISORS, INC. · San Juan, PR
CEFI CAPITAL, LLC · SAN JUAN, PR
OWLCREST PARTNERS LLC · SAN JUAN, PR
OSAIC WEALTH, INC. · SAN JUAN, PR
NPA ASSET MANAGEMENT, LLC · SAN JUAN, PR
TRANSAMERICA FINANCIAL ADVISORS, LLC · SAN JUAN, PR
NEGRON-RAMOS LLC · SAN JUAN, PR
PR FIVE WEALTH MANAGEMENT LLC · SAN JUAN, PR

More in San Juan, PR

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor