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501 Brickell Key Drive Suite 601, Miami, FL 33131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-10-21 |
| TX | RA | APPROVED | 2024-08-19 |
Branch Locations
501 Brickell Key Drive Suite 601, Miami, FL 33131 • United States
1 disclosure category 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 |
|---|---|---|---|---|
| Bbva Wealth Solutions Inc. | Houston | TX | 07/2015 | 09/2018 |
| Compass Bank | Birmingham | AL | 07/2015 | 09/2018 |
| Bbva Securities Inc. | Houston | TX | 08/2015 | 09/2018 |
| Bbva Compass Insurance Agency, Inc. | Austin | TX | 07/2015 | 09/2018 |
| Citigroup | Houston | TX | 09/2018 | 12/2022 |
| Self-Employed | Houston | TX | 01/2023 | 05/2023 |
| Alterna Securities | Houston | TX | 05/2023 | 10/2023 |
| Self-Employed | Houston | TX | 11/2023 | 07/2024 |
| Bbva Global Wealth Advisors, Inc. | Miami | FL | 07/2024 | Present |
Team Matteo LLC; Media & Photography; Not investment-related; Houston, TX; Affiliation started on 12/22/2020; Title: Member; Duties: The entity was involved in taking pictures or videos for a profit. The entity no longer operates but remains open.; 0 hours devoted each month during securities trading hours; 0 hours devoted each month outside securities trading hours. Bayfront Property Services LLC 7901 4th St N, STE 300, St. Petersburg, FL 33702 Not Investment related, Affiliation to start on 8/24/2026, The business operates a technology-enabled service model that connects residential and short-term rental owners with a network of vetted independent service providers, using software-based scheduling, dispatch, and quality tracking. Title: Limited Ownership, Duties: High level oversite as day-to-day operations are handled by others. 0 hours will be devoted during trading hours. Approximately 10-20 hours a month will be devoted outside firm business hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-10-11 |
| S63 | Uniform Securities Agent State Law Examination | 2007-03-27 |
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