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Current Employers
Integral Financial Counselors Llc

San Juan, PR • United States

Current Registrations

AuthorityCategoryStatusDate
PR RA APPROVED 2020-02-14
  • PR RA
    APPROVED
    Since 2020-02-14

Branch Locations

San Juan, PR • United States

San Juan, PR • United States

Disclosures

2 disclosure categories 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.

  • Regulatory action Yes
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Integral Development Strategists, Inc. San Juan PR 01/2003 06/2017
Integral Development Llc San Juan PR 07/2017 Present
Golden Retreat Llc San Juan PR 07/2017 Present
Wilson 1350 Llc San Juan PR 01/2021 Present
R3 Holdings Llc San Juan PR 08/2019 Present
Madrigal Development Llc San Juan PR 03/2023 Present
Madrigal Centro Ecuestre Llc San Juan PR 03/2023 Present
Madrigal Empresas Agricolas Llc San Juan PR 03/2023 Present
Wilson 1352 Llc San Juan PR 11/2022 Present
  • 01/2003 → 06/2017
    Integral Development Strategists, Inc.
    San Juan, PR
  • 07/2017 → Present
    Integral Development Llc
    San Juan, PR
  • 07/2017 → Present
    Golden Retreat Llc
    San Juan, PR
  • 01/2021 → Present
    Wilson 1350 Llc
    San Juan, PR
  • 08/2019 → Present
    R3 Holdings Llc
    San Juan, PR
  • 03/2023 → Present
    Madrigal Development Llc
    San Juan, PR
  • 03/2023 → Present
    Madrigal Centro Ecuestre Llc
    San Juan, PR
  • 03/2023 → Present
    Madrigal Empresas Agricolas Llc
    San Juan, PR
  • 11/2022 → Present
    Wilson 1352 Llc
    San Juan, PR
Other Businesses

1) Integral Development LLC Not Investment Related Address: 1713 Geranio, Urb. San Francisco, San Juan, Puerto Rico, 00927 Nature: Real Estate Development Relationship: Managing Member Position: Managing Member Start Date: 06/26/2017 Hours/Month:40 Hours Trading Hours:30 Duties:Administer Real Estate Development Projects 2)Golden Retreat LLC Not Investment Related Address: 1713 Geranio, Urb. San Francisco, San Juan, Puerto Rico, 00927 Nature: Real Estate Development Relationship: Managing Member Position: Managing Member Start Date: 12/14/15 Hours/Month:40 Hours Trading Hours:30 Duties:Administer Gurabo municipality Real Estate Project 3) EDS Development LLC Not Investment Related Address: 1713 Geranio, Urb. San Francisco, San Juan, Puerto Rico, 00927 Nature: Real Estate Development Relationship: Managing Member Position: Managing Member Start Date: 05/15/2018 Hours/Month:40 Hours Trading Hours:30 Duties:Administer Real Estate Guayama municipality Project 4) R3 Holdings LLC Not Investment Related Address: 1713 Geranio, Urb. San Francisco, San Juan, Puerto Rico, 00927 Nature: Real Estate Development Relationship: Managing Member Position: Managing Member Start Date: 08-29-2019 Hours/Month:40 Hours Trading Hours:30 Duties:Administer Real Estate Development Projects

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-08-14
S63 Uniform Securities Agent State Law Examination 1985-10-05
  • S65 Uniform Investment Adviser Law Examination
    2019-08-14
  • S63 Uniform Securities Agent State Law Examination
    1985-10-05

View on SEC IAPD

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