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2827 Peachtree Rd Ne, Suite 510, Atlanta, GA 30305 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-01-01 |
| PR | RA | APPROVED | 2021-12-01 |
Branch Locations
322 De Diego Suite 202, San Juan, PR 00920 • United States
322 De Diego Ave. Suite 202, San Juan, PR 00920 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PR | RA | APPROVED | 2018-04-23 |
Branch Locations
322 De Diego Ave. Suite 202, San Juan, PR 00920 • 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 |
|---|---|---|---|---|
| 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 |
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
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-11-17 |
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