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5005 Rockside Road Suite 1200, Independence, OH 44131-6829 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PR | RA | APPROVED | 2025-08-13 |
Branch Locations
Edificio Edgewell Suite G1 Calle Aldebaran #544, San Juan, PR 00920 • United States
5005 Rockside Road Suite 1200, Independence, OH 44131-6829 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Onedigital / Resources Investment Advisors, Llc | Overland Park | KS | 07/2022 | Present |
| Banco Popular | San Juan | PR | 03/2012 | 04/2019 |
| Banco Cooperative De Pr | Guaynabo | PR | 04/2019 | 06/2022 |
1.Other Business Name: Retirement Partner Advisors 2.Investment Related? Yes 3.Address of Other Business: Edificio Edgewell Suite G1, Calle Aldebaran #544, San Juan, PR 00920 4.Nature of Other Business: Retirement Plan Consulting 5.Position/Title/Relationship with Other Business: Advisor 6.Start Date: 07/2022 7.Hours Per Month: 40 8.Market Hours Per Month: 5-10 9.Duties Related to Other Business: Provide Retirement Plan Consulting Services through Strategic Wealth Partners, Ltd.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-10-14 |
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