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5075 Westheimer Rd. Suite 975W, Houston, TX 77056 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-06-16 |
Branch Locations
5075 Westheimer Rd. Suite 975W, Houston, TX 77056 • United States
5075 Westheimer Suite 975W, Houston, TX 77056 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-09-23 |
Branch Locations
5075 Westheimer Suite 975W, Houston, TX 77056 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bok Financial Securities, Inc. | Houston | TX | 07/2015 | 02/2017 |
| Bbva Securities Inc. | Sugar Land | TX | 04/2017 | 06/2021 |
| Bbva Compass Insurance Agency, Inc. | Austin | TX | 04/2017 | 06/2021 |
| Compass Bank | Birmingham | AL | 04/2017 | 10/2021 |
| Bbva Wealth Solutions Inc. | Houston | TX | 05/2017 | 06/2021 |
| Pnc Bank | Houston | TX | 10/2021 | 12/2023 |
| Invex, Llc | Coral Gables | FL | 12/2023 | 09/2024 |
| Invex Advisors Llc | Coral Gables | FL | 12/2023 | 09/2024 |
| Invex Advisors Llc | Coral Gables | FL | 06/2024 | 09/2024 |
| Banorte Securities International, Ltd. | Houston | TX | 09/2024 | Present |
| Banorte Asset Management, Inc. | Houston | TX | 09/2024 | Present |
| Banorte Ventures Ltd. | Houston | TX | 09/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-04-28 |
| S63 | Uniform Securities Agent State Law Examination | 2012-03-30 |
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