First Southern, LLC
Firm details
- Headquarters
- Guaynabo, PR
- CRD number
- 282756
- Registered since
- December 5, 2016
- Website
- fssec.com
Firm profile
FINTRXOverview
First Southern, LLC is organized as a limited liability company and is registered with the SEC since 2016. FINTRX characterizes ownership as a combination of a domestic entity and an individual and lists the firm’s regulatory classification as unclassified. The dataset contains few details about the firm’s business lines, client segments, fee arrangements or advisory activities; those fields are blank. The firm is not identified in the FINTRX record as a capital allocator, an active ESG investor, a multi-state adviser, a pension consultant, or a related adviser. It is also not marked as newly formed. These flags suggest limited public disclosure about operational focus and target clientele in the available profile.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 4William Hawk
CEO & PresidentCRD 2494928

Sharon Jones
Chief Compliance OfficerCRD 3124470

Glorimar Escudero Diaz
Executive CoordinatorCRD 3206566
Contacts
3 of 43
Jorge Maldonado
Investment Adviser RepresentativeCRD 3239238
Vasileios Sfyris
Managing PartnerCRD 4026992

Brandon Warres
Investment Advisor RepresentativeCRD 6926123
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Guaynabo, PR
Location
Guaynabo, PR
Headquartered in Guaynabo, PR, anchoring the San Juan-Bayam_n, PR metro.
- Metro area
- San Juan-Bayam_n, PR
- Address
- 2 Calle Tabonuco
- Office locations
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