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5005 Rockside Road Suite 1200, Independence, OH 44131-6829 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PR | RA | APPROVED | 2026-06-03 |
Branch Locations
Edificio Edgewell Suite G1 Calle Aldebaran #544, San Jaun, 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 |
|---|---|---|---|---|
| Oriental Financial Group | San Juan | PR | 01/2001 | 03/2025 |
| Oriental Financial Services Corp | San Juan | PR | 06/2010 | 05/2021 |
| Strategic Wealth Partners, Ltd | Independence | OH | 04/2026 | Present |
| Oriental Financial Services Llc | San Juan | PR | 05/2021 | 01/2023 |
| Consultant | San Juan | PR | 03/2025 | 09/2025 |
| Cetera Wealth Services, Llc | El Segundo | CA | 10/2025 | 03/2026 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 10/2025 | 03/2026 |
| Universidad Pontificia Catolica De Pr | Ponce | PR | 07/2017 | Present |
1. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: 7/2017 APX NUMBER OF HOURS PER WEEK: 20 APX NUMBER OF HOURS DURING TRADING HOURS:20 POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SALES OF INSURANCE PRODUCTS; 2. NAME OF OTHER BUSINESS: UNIVERSIDAD PONTIFICIA CATOLICA DE PR INVESTMENT RELATED: NO ADDRESS: 2250 BILV LUIS A FERRE, PONCE, PR 00717 NATURE OF BUSINESS: BOARD FIDUCIARY POSITIONS START DATE: 7/2017 POSITION/TITLE/RELATIONSHIP: BOARD MEMBER APX NUMBER OF HOURS PER WEEK: 10 APX NUMBER OF HOURS DURING TRADING HOURS: 10 BRIEF DESCRIPTION OF DUTIES: INVESTMENT COMMITTEE PRESIDENT;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-11-26 |
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