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Current Employers
Arkadios Wealth Advisors

2827 Peachtree Rd Ne, Suite 510, Atlanta, GA 30305 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-01-01
PR RA APPROVED 2021-12-01
  • FL RA
    APPROVED
    Since 2025-01-01
  • PR RA
    APPROVED
    Since 2021-12-01

Branch Locations

322 De Diego Suite 202, San Juan, PR 00920 • United States

Select Advisory Group Inc

322 De Diego Ave. Suite 202, San Juan, PR 00920 • United States

Current Registrations

AuthorityCategoryStatusDate
PR RA APPROVED 2018-04-23
  • PR RA
    APPROVED
    Since 2018-04-23

Branch Locations

322 De Diego Ave. Suite 202, San Juan, PR 00920 • United States

Disclosures

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.

  • Regulatory action Yes
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Self Employed San Juan PR 02/2001 Present
Harbor Light Investment Advisors, Llc Tampa FL 09/2017 06/2019
Arkadios Wealth Advisors Atlanta GA 10/2021 Present
Select Advisory Group Inc San Juan PR 04/2018 Present
Previous Registrations
Other Businesses

1. MANAGEMENT ADVISORY GROUP LLC. NOT INVESTMENT RELATED, PROVIDES ACCOUNTING, TAX, FINANCE & MANAGEMENT CONSULTING SERVICES. 322 DE DIEGO SUITE 202, SAN JUAN PR 00920. PROPIETOR, 2. S&J MANAGEMENT CORP. (OWNER OF A GASOLINE SERVICE STATION). APPROXIMATELY 4 HOURS WEEKLY. PROPIERTOR 3. PROPIETOR OF REAL ESTATE BUSINESS DEDICATED TO RENTALS, APROXIMATELY 2 HOURS WEEKLY 4. Preferred Equity Partners LLC, Is Investment Related, 322 DE DIEGO, SUITE 202, SAN JUAN, PR, 00920, Private Equity Under Act 60, Co Owner, 11/18/2022, 20 hours per month, 0 hours per month during trading hours, Fee Based Compensation, The fund intends to do Private Equity transactions for Accredited and Qualified Investors. 5. Select Private Solutions LLC, Is Investment Related, 322 DE DIEGO, SUITE 202, SAN JUAN, PR, 00920, Private Equity Advisory, Advisor,4/5/2022, 10 hours per month, 0 hours per month during trading hours, Fee Based Compensation, Private Equity Advisory for Act 60 Private Equity PR Funds 6. Select Advisory Group, Inc., Is Investment Related, 322 DE DIEGO, Suite 202, San Juan, PR, 00920, Investment Advisory, Owner, 6/1/2008, 80 hours per month,10 hours per month during trading hours, Other Compensation, Advisory Business at state level (Puerto Rico) Fee Based and Performance Fees

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2009-11-17
  • S65 Uniform Investment Adviser Law Examination
    2009-11-17

View on SEC IAPD

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