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32-16 Broadway 2Nd Floor, Fair Lawn, NJ 07410 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PR | RA | APPROVED | 2019-12-13 |
Branch Locations
32-16 Broadway 2Nd Floor, Fair Lawn, NJ 07410 • 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 |
|---|---|---|---|---|
| Oriental Financial Services | San Juan | PR | 08/2013 | 11/2019 |
| Nationwide Planning Associates, Inc. | Paramus | NJ | 11/2019 | Present |
1. Insurance agent of NPA Insurance Agency; 2. DUALLY REGISTERED WITH NPA ASSET MANAGEMENT (RIA); 3. Manuel Escobar, Ph.D, CFA, Analyst, University of PR Retirement Board- One time (about 4 hours), review present value methodology applied in the valuations of fixed income assets, at home on weekends, approximate annual income is $5,000, start date TBD. 4. Manuel Escobar, PH.D, CFA. at the office of associations of Retirees of the Panama Canal in Panama where his family lives. Activity will take place twice a year, start date is TBD, will teach theory and principles of investments to retirement board members as the instructor. approximate annual income is $20,000.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-02-12 |
| S63 | Uniform Securities Agent State Law Examination | 1986-03-01 |
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