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151 Calle De San Francisco Suite 200, San Juan, PR 00901 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-08-21 |
Branch Locations
151 Calle De San Francisco Suite 200, San Juan, PR 00901 • 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 |
|---|---|---|---|---|
| Unemployed | Tavares | FL | 04/2004 | 09/2018 |
| Tb Financial/Parady Financial Retirement Planning | The Villages | FL | 09/2018 | 04/2023 |
| Risk Strategies | Boston | MA | 04/2023 | 11/2023 |
| Bucket List Wealth Management, Llc | The Villages | FL | 12/2023 | Present |
| Talon Private Wealth, Llc | The Villages | FL | 07/2025 | Present |
INSURANCE AGENT; INVESTMENT RELATED; INSURANCE SALES; TIME SPENT: 0/MTH, 0 HRS DURING TRADING; ANNUITY AND LIFE INSURANCE SALES.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-08-28 |
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