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5075 Westheimer Suite 975W, Houston, TX 77056 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-05-26 |
Branch Locations
5075 Westheimer Suite 975W, Houston, TX 77056 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Compass Bank | Birmingham | AL | 06/2009 | 09/2021 |
| Pnc Managed Account Solutions, Inc. | San Antonio | TX | 10/2011 | 11/2023 |
| Bbva Securities Inc. | San Antonio | TX | 05/2013 | 09/2021 |
| Bbva Compass Insurance Agency, Inc. | Austin | TX | 12/2010 | 09/2021 |
| Pnc Investments | San Antonio | TX | 09/2021 | 11/2023 |
| Bbva Global Wealth Advisors, Inc. | Miami | FL | 12/2023 | 02/2026 |
| Banorte Securities International, Ltd. | Houston | TX | 05/2026 | Present |
| Banorte Asset Management, Inc. | Houston | TX | 05/2026 | Present |
MODERN CUSTOM LUXURY HOMES, LLC DBA MODERN LUXURY HOMES POSITION; NOT INVESTMENT RELATED; 100 CANTERBURY HILL ST., SAN ANTONIO, TX 78209; HOUSE DEVELOPER / RENTING; OWNER; JANUARY 2014; NO HOURS/MONTH DEVOTED; NO HOURS DEVOTED DURING SECURITIES TRADING HOURS; THE COMPANY CURRENTLY OWNS PROPERTY LOCATED AT 100 CANTERBURY HILL ST., SAN ANTONIO, TX 78209. THIS PROPERTY IS CURRENTLY VACANT AND NOT BEING RENTED OUT. NO CURRENT PLANS FOR FURTHER PROPERTY DEVELOPEMENT; RENTAL PROPERTY; NOT INVESTMENT RELATED; 533 GENESEO RD, SAN ANTONIO, TEXAS, 78208; RENTING; OWNER; JANUARY 2012; NO HOURS/MONTH DEVOTED; NO HOURS DEVOTED DURING SECURITIES TRADING HOURS; OWNER OF PROPERTY LOCATED AT 533 GENESEO RD, SAN ANTONIO, TEXAS, 78208. THIS PROPERTY IS BEING RENTED OUT.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-05-25 |
| S66 | Uniform Combined State Law Examination | 2007-03-09 |
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