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252 Ponce De Leon Avenue Suite 1100, San Juan, PR 00918 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PR | RA | APPROVED | 2020-03-06 |
Branch Locations
252 Ponce De Leon Avenue Suite 1100, San Juan, PR 00918 • 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 |
|---|---|---|---|---|
| Axa Advisors Llc | Ny | NY | 06/2014 | 10/2016 |
| Massachusetts Mutual Life Insurance Company | San Juan | PR | 10/2016 | 05/2019 |
| Mml Investors Services, Llc | San Juan | PR | 01/2017 | 05/2019 |
| Lyon Bern Llc | San Juan | PR | 06/2019 | Present |
LB Risk Management LLC (LBRM). It is not an investment-related business. The address of the business is: 252 Ponce de Leon Ave., Suite 1403, San Juan, PR 00918. LBRM is a licensed insurance agency. Mr. Bernal is the owner and CEO of LBRM. LBRM was incorporated in August 2022. Mr. Bernal dedicates around 40 hours per month to this business. Mr. Bernal dedicates around 1-2 hours during securities trading hours to this business. LBRM is an authorized representative to sell life insurance, health insurance and disability insurance products. Mr. Bernal's duties range from the overall management of the business as the owner to design financial risk management strategies using insurance products.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-01-18 |
| S63 | Uniform Securities Agent State Law Examination | 2016-08-12 |
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