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207 Calle De Parque Floor 7, Suite 2, San Juan, PR 00912 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-01-05 |
Branch Locations
207 Calle De Parque Floor 7, Suite 2, San Juan, PR 00912 • United States
140 E 45Th Street, New York, NY 10017 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Putnam Investments | Andover | MA | 06/2014 | 01/2017 |
| One Charles Private Wealth | Hingham | MA | 03/2017 | 08/2017 |
| Purshe Kaplan Sterling Investments | Albany | NY | 04/2017 | 08/2017 |
| Harbor Capital Advisors | Boston | MA | 09/2017 | 02/2018 |
| Harbor Funds Distributors | Boston | MA | 09/2017 | 02/2018 |
| Sl Advisors, Llc | Westfield | NJ | 03/2018 | 07/2023 |
| Donovan Ventures, Llc | Houston | TX | 01/2024 | 09/2024 |
| Unemployed | Boston | MA | 01/2017 | 03/2017 |
| Unemployed | Chatham | NJ | 08/2023 | 01/2024 |
| Unemployed | Chatham | NJ | 10/2024 | 11/2024 |
| Alt Fund Distributors Llc | New York | NY | 12/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2024-03-11 |
| S65 | Uniform Investment Adviser Law Examination | 2016-12-02 |
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