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JM

Jose Mercado

ROBUS CAPITAL PARTNERS LLC
San Juan, PR 00901
Some features on this profile are disabled
CRD#: 5596245
JM

Professional summary

Jose Mercado, who also goes by Jose Mercado-souchet, is a registered financial professional currently at ROBUS CAPITAL PARTNERS LLC located in San Juan, .

Jose is registered as a RR (Registered Representative) and started their career in finance in 2021. Jose has worked at 1 firm and has passed the SIE and Series 27 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Jose Mercado-Souchet

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Jose Mercado's 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

June 4, 2021 - Present

ROBUS CAPITAL PARTNERS LLC

Office #1: 301 Recinto Sur Street Ste 202, San Juan, PR 00901
BD
CRD#: 282547
San Juan, PR

State Registrations and Notice Filings

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

Visual representation of state registrations

This advisor is not registered in any state.

Exams

General Industry/Product Exam
RR
SIE
Date: 11/10/2021
Securities Industry Essentials Examination
Principal/Supervisory Exam
RR
Series 27
Date: 6/4/2021
Financial and Operations Principal Examination
SRO Registrations
RR
FINRA

Current Firm

RC
ROBUS CAPITAL PARTNERS LLC
ROBUS CAPITAL PARTNERS LLC

CRD#: 282547 / SEC#: , 8-69721

BD
Broker-Dealer Firm Regulated by FINRA (Florida district office)
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Contact information

Main Address
301 Recinto Sur Street Ste 202, San Juan, PR 00901
Mailing Address
301 Recinto Sur Street Ste 202, San Juan, PR 00901
Phone number
(787) 342-5973
Established
Puerto Rico since 12/04/2015
Firm type
Limited Liability Company
Fiscal year end
August
Firm Size
Small
# of Employees

FINRA licenses (1 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Direct owners and executive officers

NamePositionCRD#
PACIFIC CAPITAL LLCOWNER
MERCADO, JOSEFINOP/PFO/POO/CEO5596245
SNYDERMAN, LISA MARICCO1056330

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.

Company Information

ROBUS CAPITAL PARTNERS LLC

CRD#: 282547San Juan, PR 00901

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