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32-16 Broadway 2Nd Floor, Fair Lawn, NJ 07410 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PR | RA | APPROVED | 2025-12-01 |
Branch Locations
32-16 Broadway 2Nd Floor, Fair Lawn, NJ 07410 • 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 |
|---|---|---|---|---|
| Oriental Financial Services Corp | San Juan | PR | 12/2009 | 11/2025 |
| Nationwide Planning Associates Inc | Hato Rey | PR | 11/2025 | Present |
1) Insurance agent of Oriental Insurance LLC (OIN), OFS affiliate. Sales of life, fixed and variable annuities as part of the product offerings to clients for diversification. All commissions are known to OFS and same payout grid as other OFS products. One to two hours a week. Marketing material provided by OIN and insurance companies. Office of Commissioner of Insurance of PR issue the license in certificate and wallet format. 2) Will become member- silent partner, of En Concreto LLC as soon as it is incorporated. Business is for residential remodeling. The other member is my wife's cousin. Time dedicated may be 3 hours during the weekend to discuss progress and opportunities. For 2020 this was inactive.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-10-21 |
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