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American International Plaza 250 Ave. Muñoz Rivera, Suite 1420, San Juan, PR 00918 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PR | RA | APPROVED | 2014-03-10 |
Branch Locations
American International Plaza 250 Ave. Muñoz Rivera, Suite 1420, 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 |
|---|---|---|---|---|
| Consultiva Wealth Management Corp | Guaynabo | PR | 10/1999 | Present |
| Huntleigh Securities Corporations | St. Louis | MO | 07/2016 | Present |
1) CONSULTIVA WEALTH MANAGEMENT CORP, SAN JUAN, PR, INVESTMENT-RELATED, FEE-BASED SEC RIA, PRINCIPAL/ADVISOR REPRESENTATIVE/INSURANCE AGENT, 40 HOURS/WEEK; 2) MRC HOLDINGS, LLC, SAN JUAN, PR, INVESTMENT-RELATED PERSONAL LLC HOLDING PASSIVE INVESTMENTS, CREATED FOR TAX AND ESTATE PLANNING PURPOSES, TIME: MINIMAL TO NONE
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-11-23 |
| S63 | Uniform Securities Agent State Law Examination | 1989-09-09 |
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