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Advisor at MAINSTREET ADVISORS, LLC
SAN JUAN, PR
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| MAINSTREET ADVISORS, LLC | State registered | Nov 18, 2020 | n/a | yes | SAN JUAN, PR | Current employment |
| CONSULTIVA WEALTH MANAGEMENT, CORP. | Other adviser | Feb 1, 2018 | Jan 25, 2019 | no | SAN JUAN, PR | Previous registration |
| MAINSTREET ADVISORS, LLC | n/a | Jun 16, 2016 | Aug 1, 2016 | no | SAN JUAN, PR | Previous registration |
| USADVISORS WEALTH MANAGEMENT, LLC | Independent wealth | Sep 4, 2015 | Jan 11, 2016 | no | SAN JUAN, PR | Previous registration |
| CONSULTIVA WEALTH MANAGEMENT, CORP. | Other adviser | Feb 28, 2014 | Jul 15, 2015 | no | SAN JUAN, PR | Previous registration |
| CONSULTIVA WEALTH MANAGEMENT, CORP. | Other adviser | Aug 15, 2013 | Feb 25, 2014 | no | SAN JUAN, PR | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CONSULTIVA WEALTH MANAGEMENT, CORP. | MAINSTREET ADVISORS, LLC | Jan 25, 2019 | Nov 18, 2020 | 663 | Firm change after gap | Other |
| MAINSTREET ADVISORS, LLC | CONSULTIVA WEALTH MANAGEMENT, CORP. | Aug 1, 2016 | Feb 1, 2018 | 549 | Firm change after gap | Other |
| USADVISORS WEALTH MANAGEMENT, LLC | MAINSTREET ADVISORS, LLC | Jan 11, 2016 | Jun 16, 2016 | 157 | Firm change | Other |
| CONSULTIVA WEALTH MANAGEMENT, CORP. | USADVISORS WEALTH MANAGEMENT, LLC | Jul 15, 2015 | Sep 4, 2015 | 51 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 111846:158108:PR:2015-07-15 | Jul 15, 2015 | Sep 4, 2015 | SAN JUAN, PR | Firm change |