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Advisor at MISSION PRIME LLC
GUAYNABO, 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 |
|---|---|---|---|---|---|---|
| MISSION PRIME LLC | Institutional manager | Feb 22, 2022 | n/a | yes | GUAYNABO, PR | Current employment |
| CONSULTIVA WEALTH MANAGEMENT, CORP. | Other adviser | Apr 28, 2021 | Nov 9, 2021 | no | SAN JUAN, PR | Previous registration |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Jul 15, 2010 | Nov 25, 2016 | no | GUAYNABO, PR | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CONSULTIVA WEALTH MANAGEMENT, CORP. | MISSION PRIME LLC | Nov 9, 2021 | Feb 22, 2022 | 105 | Firm change | Other |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | CONSULTIVA WEALTH MANAGEMENT, CORP. | Nov 25, 2016 | Apr 28, 2021 | 1,615 | Firm change after gap | Other |