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7 Calle Tabanuco Suite 105-1593, Guaynabo, PR 00968 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PR | RA | APPROVED | 2022-02-22 |
Branch Locations
7 Calle Tabanuco Suite 105-1593, Guaynabo, PR 00968 • 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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Guaynabo | PR | 10/2008 | 11/2016 |
| Kovack Securities, Inc. | Fort Lauderdale | FL | 07/2019 | 10/2019 |
| Kovack Advisors, Inc. | Fort Lauderdale | FL | 07/2019 | 10/2019 |
| Self-Employed | San Juan | PR | 03/2018 | 04/2020 |
| Huntleigh Securities Corporation | San Juan | PR | 03/2021 | 11/2021 |
| Great Bay Global Llc | San Juan | PR | 11/2016 | 02/2018 |
| Consultiva Wealth Management, Corp | San Juan | PR | 04/2020 | 11/2021 |
| Mission Prime Llc | Guaynabo | PR | 11/2021 | Present |
1) Guardian Insurance; investment-related; San Juan, PR; insurance; licensed insurance agent and investment manager; 10-15 hours per month 2) Royalty Fund Mechanized Local; not investment-related; San Juan, PR; fund for longshoremen union members; outside consultant; 10 hours per month 3) Consultiva Wealth Management; investment-related; San Juan, PR; registered investment advisory firm; Senior Investment Strategist; full-time
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-06-08 |
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