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5005 Rockside Road Suite 1200, Independence, OH 44131-6829 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PR | RA | APPROVED | 2025-08-13 |
Branch Locations
5005 Rockside Road Suite 1200, Independence, OH 44131-6829 • United States
Edificio Edgewell Suite G1 #544 Calle Aldebaran, San Juan, PR 00920 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Independent Financial Group Llc | Guaynabo | PR | 07/2014 | 03/2017 |
| Adviseme National Advisors | Guaynabo | PR | 06/2013 | 03/2017 |
| Resources Investment Advisors | Overland Park | KS | 03/2017 | Present |
| Retirement Partner Advisors | Guaynabo | PR | 03/2017 | Present |
| Triad Advisors, Inc. | Norcross | GA | 03/2017 | 08/2024 |
| Osaic Wealth, Inc. | San Juan | PR | 08/2024 | Present |
| Strategic Wealth Partners Ltd | Independence | OH | 06/2025 | Present |
1.Other Business Name: Insurance Business 2.Investment Related? Yes 3.Address of Other Business: Edificio Edgewell Suite G1, #544 Calle Aldebaran, San Juan, PR 00920 4.Nature of Other Business: Insurance Services 5.Position/Title/Relationship with Other Business: None 6.Start Date: 1998 7.Hours Per Month: 5-10 8.Market Hours Per Month: 5-10 9.Duties Related to Other Business: Will receive commissions on insurance products sold. 1.Other Business Name: Retirement Partner Advisors 2.Investment Related? Yes 3.Address of Other Business: Edificio Edgewell Suite G1, #544 Calle Aldebaran, San Juan, PR 00920 4.Nature of Other Business: Retirement Plan Consulting 5.Position/Title/Relationship with Other Business: Advisor/Partner 6.Start Date: 03/2017 7.Hours Per Month: 160 8.Market Hours Per Month: 80-120 9.Duties Related to Other Business: Provide Retirement Plan Consulting Services through Strategic Wealth Partners, Ltd. 1.Other Business Name: Ice Blast 2.Investment Related? No 3.Address of Other Business: Edificio Edgewell Suite G1, #544 Calle Aldebaran, San Juan, PR 00920 4.Nature of Other Business: Dry Ice Cleaning Services 5.Position/Title/Relationship with Other Business: Administrator over operations 6.Start Date: 2023 7.Hours Per Month: 3-4 8.Market Hours Per Month: 0 9.Duties Related to Other Business:
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-12-23 |
| S63 | Uniform Securities Agent State Law Examination | 2004-08-20 |
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