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501 Brickell Key Drive Suite 601, Miami, FL 33131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-04-30 |
| FL | RA | APPROVED | 2024-03-01 |
Branch Locations
501 Brickell Key Drive Suite 601, Miami, FL 33131 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Compass Bank | Birmingham | AL | 06/2007 | 06/2022 |
| Bbva Securities Inc. | Houston | TX | 05/2013 | 09/2021 |
| Pnc Investments | Houston | TX | 09/2021 | 12/2023 |
| Bbva Global Wealth Advisors, Inc. | Miami | FL | 12/2023 | Present |
GREENNEXUS, LLC POSITION: Partner (not major partner) NATURE: Technology Company INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 03/17/2017 ADDRESS: 100 SHORELINE HWY, SUITE B100, MILL VALLEY CA 94941, United States DESCRIPTION: PASSIVE INVESTOR
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-12-03 |
| S63 | Uniform Securities Agent State Law Examination | 2009-05-04 |
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