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2400 Lakeview Pkwy Suite 675, Alpharetta, GA 30009 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2025-01-02 |
| GA | RA | APPROVED | 2023-03-23 |
Branch Locations
Virginia Beach, VA • United States
2400 Lakeview Pkwy Suite 675, Alpharetta, GA 30009 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Baker Avenue Asset Management Lp | San Francisco | CA | 01/2015 | 01/2017 |
| Calamos Wealth Management Llc | Naperville | IL | 01/2017 | 03/2023 |
| Power Wealth Management Llc | Alpharetta | GA | 03/2023 | Present |
AIF LLC- 659 W Randolph Chicago, IL #409. Is a real estate holding company for investment properties and not investment related. As an Operating Member my responsibilities include identifying opportunities for real estate purchases while constructing pro forma's for existing properties. This was established on 7/24/19 and I anticipate spending approximately 4 hours per month on this business and zero hours per month during trading hours. Mr. Rivera is 100% owner/Member of Capital Ventures, LLC (est. 2024), which is located at 2400 Lakeway Parkway, Alpharetta, GA 30009. Capital Ventures, LLC is 50% owner of Power Protection Strategies, LLC (est. 2022), which is a licensed insurance agency located at 2400 Lakeview Parkway, Suite 675, Alpharetta, GA. He is also separately licensed as an independent insurance agent and earns commissions and other compensation when recommending insurance products. Mr. Rivera spends as much as 10% of his time on these non-advisory activities. Mr. Rivera is an owner and an account representative with My Retirement Workshops, LLC ("MRW"), a company that offers retirement workshop consulting and marketing services to investment advisory firms and investment professionals. MRW is located in Alpharetta, Georgia. Mr. Rivero spends approximately 10 hours per month (mostly during market hours) identifying potential clients for MRW and providing consulting services. This activity began in December 2025.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-09-07 |
| S63 | Uniform Securities Agent State Law Examination | 2011-01-13 |
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