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20 Ridge Top Dr. Palmas Del Mar, Humacao, PR 00791 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PR | RA | APPROVED | 2023-03-13 |
Branch Locations
20 Ridge Top Dr. Palmas Del Mar, Humacao, PR 00791 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Swan Global Management, Llc | Humacao | PR | 05/2022 | Present |
| Evolve Health Partners | San Juan | PR | 03/2022 | 05/2022 |
| St. Joseph's University | Philadelphia | PA | 08/2021 | 05/2022 |
| Oriental Bank | San Juan | PR | 06/2021 | 07/2021 |
| St. Joseph's University | Philadelphia | PA | 08/2020 | 05/2021 |
| Emsl, Llc | Humacao | PR | 05/2020 | 07/2020 |
| St. Joseph's Unversity | Philadelphia | PA | 08/2018 | 05/2020 |
| The Palmas Academy | Humacao | PR | 12/2012 | 05/2018 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-11-18 |
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