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Detailed Report
MARIA DELOSANGELES AGOSTO
ANGELES AGOSTO, ANGIE AGOSTO, MARIA A. AGOSTO, MARIA DELOSANGELES AGOSTO-FAJARDO
CRD#: 2872363
IA
Investment Adviser
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Broker
OSAIC WEALTH, INC.CRD#: 23131 317 VILLA NEVARES, CARR. 21
SAN JUAN, PR 00927-5310
Registration History
1998200020022004200620082010201220142016201820202022202420262 FIRMS2019 - 2025 (5 years)2 FIRMS2025 - Present (<1 year)BKOVACK SECURITIES INC. (CRD# 44848)2013 - 2019 (5 years)BWALNUT STREET SECURITIES, INC. (CRD# 15840)2011 - 2013 (2 years)BLINCOLN FINANCIAL SECURITIES C... (CRD# 3870)2006 - 2009 (3 years)BJEFFERSON PILOT SECURITIES COR... (CRD# 3870)2002 - 2003 (1 year)BWASHINGTON SQUARE SECURITIES, INC. (CRD# 2882)1998 - 2001 (2 years)BJEFFERSON PILOT SECURITIES COR... (CRD# 3870)1998 - 1998 (<1 year)BCHUBB SECURITIES CORPORATION (CRD# 3870)1997 - 1997 (<1 year)IAKOVACK ADVISORS, INC. (CRD# 140808)2015 - 2019 (4 years)
License(s)

State Registrations

B
California 1/24/2025
B
Ohio 1/24/2025
B
Connecticut 1/24/2025
B
Pennsylvania 1/24/2025
B
Florida 1/24/2025
B
Puerto Rico 1/24/2025
B
Georgia 1/24/2025
IA
Puerto Rico 1/24/2025
B
Minnesota 1/24/2025
B
Texas 1/24/2025
B
New York 1/24/2025
IA
Texas 1/24/2025

SRO Registrations

B
 FINRA

View Exams Passed by the individual in the detailed report

Learn about permitted activities of registered representatives

Learn about permitted activities of registered principals

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
OSAIC WEALTH, INC. (CRD#:23131)
317 VILLA NEVARES, CARR. 21, SAN JUAN, PR 00927-5310
Registered with this firm since 1/24/2025
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OSAIC WEALTH, INC. (CRD#:23131)
317 VILLA NEVARES, CARR. 21, SAN JUAN, PR 00927-5310
Registered with this firm since 1/24/2025
Previous Registration(s)
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 04/22/2019 - 01/24/2025 OSAIC FS, INC. (CRD#:3870) SAN JUAN, PR
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 04/22/2019 - 01/24/2025 OSAIC FS, INC. (CRD#:3870) SAN JUAN, PR
IA
 03/26/2015 - 04/15/2019 KOVACK ADVISORS, INC. (CRD#:140808) San Juan, PR
B
 05/01/2013 - 04/12/2019 KOVACK SECURITIES INC. (CRD#:44848) SAN JUAN, PR
B
 04/18/2011 - 05/08/2013 WALNUT STREET SECURITIES, INC. (CRD#:15840) SAN JUAN, PR
B
 01/01/2006 - 12/10/2009 LINCOLN FINANCIAL SECURITIES CORPORATION (CRD#:3870) SAN JUAN, PR
B
 02/26/2002 - 12/19/2003 JEFFERSON PILOT SECURITIES CORPORATION (CRD#:3870) FORT WAYNE, IN
B
 10/05/1998 - 09/07/2001 WASHINGTON SQUARE SECURITIES, INC. (CRD#:2882) WINDSOR, CT
B
 01/09/1998 - 10/19/1998 JEFFERSON PILOT SECURITIES CORPORATION (CRD#:3870) FORT WAYNE, IN
B
 04/09/1997 - 11/17/1997 CHUBB SECURITIES CORPORATION (CRD#:3870) FORT WAYNE, IN
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
B
Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
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Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.