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1100 Peachtree St. Ne Ste. 200, Atlanta, GA 30309 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2026-08-13 |
Branch Locations
1100 Peachtree St. Ne Ste. 200, Atlanta, GA 30309 • United States
Gurabo, PR • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Capitalwize, Llc | Atlanta | GA | 05/2026 | Present |
| Primerica Financial Services | Carolina | PR | 08/2015 | 08/2020 |
| Pfs Investments Inc. | Carolina | PR | 04/2018 | 08/2020 |
| Vanguard | Loop | TX | 11/2017 | 01/2018 |
| Universidad Interamericana De Puerto Rico | San Juan | PR | 01/2014 | 12/2017 |
| Census 2020 | San Juan | PR | 07/2020 | 08/2020 |
| Mutual Of Omaha Investors Services | Guaynabo | PR | 08/2020 | 03/2025 |
| Mutual Of Omaha Insurance Company | Guaynabo | PR | 08/2020 | 03/2025 |
| Ana G. Mendez University | Orlando | FL | 06/2025 | Present |
Insurance Agent - Start Date: 08/2020 - Non-investment Related - Insurance lines of business: Life, Health and Annuities - Hours/per week during trading hours: 10 Bonilla Strategic Advising - Non-investment Related - Urb. El Vivero Calle 4 B-17 Gurabo, PR, 00778 - Business consulting, structuring/compliance support, and independent consulting/training - Owner - Estimated monthly hours outside of securities trading: 20 hrs. - Estimated monthly hours during securities trading: 3 hrs.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2023-11-17 |
| S65 | Uniform Investment Adviser Law Examination | 2021-02-25 |
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