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San Juan, PR • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2022-03-09 |
| PR | RA | APPROVED | 2018-07-26 |
| TX | RA | APPROVED_RES | 2017-11-21 |
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 |
|---|---|---|---|---|
| Infinex Investments Inc. | Glen Allen | VA | 12/2009 | 06/2017 |
| Orchard Wealth And Legacy Management Llc | San Juan | PR | 06/2017 | Present |
| Waxd Magazine | San Juan | PR | 02/2023 | Present |
| Mondax Group | San Juan | PR | 03/2024 | Present |
| Pureplay Capital, Llc | San Juan | PR | 04/2018 | Present |
1) LICENSED INSURANCE AGENT - NON INVESTMENT RELATED - SAME ADDRESS AS RIA - INSURANCE SALES - 0 HOURS PER MONTH DURING SECURITIES TRADING HOURS 2) PUREPLAY CAPITAL LLC - INVESTMENT RELATED - SAME AS RIA - INTELLECTUAL PROPERTY, STOCK MARKET INDEX CREATION - OWNER - APRIL 2018 - 1HR PER MONTH, 0 HRS DURING SECURITIES TRADING HOURS - CREATE INDICES 3) WAXD MAGAZINE; NOT INVESTMENT-RELATED; SAME ADDRESS AS RIA; OWNER AND PUBLISHER; AUGUST 2023; 10 HOURS PER MONTH; 0 HOURS DURING SECURITIES TRADING HOURS; HIGHLIGHTS THE SURF CULTURE AND AQUATIC ACTIVITIES OF THE ISLAND OF PUERTO RICO 4) MONDAX GROUP - INVESTMENT RELATED - SAME AS RIA - PRIVATE PLACEMENT ALTERNATIVE INVESTMENT FIRM - PARTNER - 03/2024 - OVERSEE SALES AND MARKETING
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-03-26 |
| S65 | Uniform Investment Adviser Law Examination | 1996-10-21 |
| S63 | Uniform Securities Agent State Law Examination | 1995-03-28 |
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