Salvador J. Gomez-carbia

X-SQUARE CAPITAL

Guaynabo, PR 00968

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CRD#: 2096119

Professional summary

Salvador Jose Gomez-carbia, who also goes by Salvador Jose Gomezcarbia, is a registered financial advisor currently at X-SQUARE CAPITAL located in Guaynabo, .

Salvador is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. Salvador has worked at 8 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Salvador Jose Gomezcarbia

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

X2 Capital; Yes, investment related; 208 Avenida Ponce De Leon Suite 1111 San Juan, PR 00917; Investment advisory firm; Senior VP; 05/2019; 160 hours/month, 130 hours/month during trading hours; Asset gathering client services.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Salvador Jose Gomez-carbia's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

March 16, 2016 - Present

X-SQUARE CAPITAL

Office #1: Centro Internacional De Mercadeo Ii 90 Carr 165, Suite 803, Guaynabo, PR 00968

RIA

CRD#: 167237

Guaynabo, PR

Past

July 31, 2019 - November 21, 2019

ALPS DISTRIBUTORS, INC.

CRD#: 16853

DENVER, CO

Past

March 23, 2010 - February 17, 2016

SANTANDER SECURITIES LLC

RIA

CRD#: 41791

San Juan, PR

Past

November 28, 2005 - February 17, 2016

SANTANDER SECURITIES LLC

CRD#: 41791

San Juan, PR

Past

April 24, 2003 - January 24, 2006

R-G INVESTMENTS CORPORATION

CRD#: 113293

SAN JUAN, PR

Past

April 9, 1999 - April 28, 2003

POPULAR SECURITIES, LLC

CRD#: 8096

SAN JUAN, PR

Past

March 19, 1999 - April 8, 1999

UBS FINANCIAL SERVICES INCORPORATED OF PUERTO RICO

CRD#: 13042

HATO REY, PR

Past

March 1, 1999 - April 8, 1999

UBS FINANCIAL SERVICES INC.

CRD#: 8174

WEEHAWKEN, NJ

Past

May 21, 1997 - March 16, 1999

POPULAR SECURITIES, LLC

CRD#: 8096

SAN JUAN, PR

Past

February 7, 1996 - May 21, 1997

MARKETING ONE SECURITIES, INC.

CRD#: 16611

PORTLAND, OR

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

X-SQUARE CAPITAL

X-SQUARE CAPITAL | X-SQUARE CAPITAL, LLC | X-SQUARE CAPITAL, INC.

CRD#: 167237 / SEC#: 801-88171

RIA

Registered Investment Advisory firm - (4/6/2015 Approved)

Puerto Rico

Registered Investment Advisory firm - (4/10/2015 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Puerto Rico
(3/16/2016)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 12/15/1999

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 2/17/2016

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 2/3/1996

General Securities Representative Examination

Current Firm

X-SQUARE CAPITAL

X-SQUARE CAPITAL | X-SQUARE CAPITAL, LLC | X-SQUARE CAPITAL, INC.

CRD#: 167237 / SEC#: 801-88171

RIA

Registered Investment Advisory firm - (4/6/2015 Approved)

Puerto Rico

Registered Investment Advisory firm - (4/10/2015 Terminated)

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Contact information

Main Address

Centro Internacional De Mercadeo Ii 90 Carr 165, Suite 803, Guaynabo, PR 00968

Mailing Address

Phone number

(787) 282-1621

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

2025-03 - X-SQUARE CAPITAL - FORM ADV PART 2A VFINAL (3/31/2025)

Regulatory assets under management

Total Number of Accounts	263
AUM (Assets Under Management)	$ 616,864,678

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Salvador J. Gomez-carbia

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Salvador Jose Gomez-carbia's CRS (Customer Relationship Summary).

Certified licenses

Experience

ALPS DISTRIBUTORS, INC.

SANTANDER SECURITIES LLC

SANTANDER SECURITIES LLC

R-G INVESTMENTS CORPORATION

POPULAR SECURITIES, LLC

UBS FINANCIAL SERVICES INCORPORATED OF PUERTO RICO

UBS FINANCIAL SERVICES INC.

POPULAR SECURITIES, LLC

MARKETING ONE SECURITIES, INC.

Primary Firm SEC Registration

X-SQUARE CAPITAL

State Registrations and Notice Filings

Exams

Series 66

Date: 12/15/1999

SIE

Date: 2/17/2016

Series 7

Date: 2/3/1996

Current Firm

X-SQUARE CAPITAL

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

X-SQUARE CAPITAL

TRUST BUT VERIFY

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