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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 | 2024-04-18 |
Branch Locations
1980 Post Oak Blvd Floor 10, Houston, TX 77056 • United States
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 | San Antonio | TX | 11/2010 | 10/2021 |
| Bbva Securities Inc. | San Antonio | TX | 05/2013 | 10/2021 |
| Bbva Compass Insurance Agency Inc. | Austin | TX | 11/2010 | 10/2021 |
| Bbva Wealth Solutions Inc. | San Antonio | TX | 10/2020 | 10/2021 |
| Bbva Global Wealth Advisors, Inc. | Miami | FL | 02/2024 | 02/2025 |
| Pnc Bank | San Antonio | TX | 10/2021 | 12/2023 |
| Unemployed | San Antonio | TX | 12/2023 | 02/2024 |
| Bbva Global Wealth Advisors, Inc. | Miami | FL | 02/2025 | Present |
BBVA Global Wealth Insurance, Inc; Not investment related; 1980 Post Oak Blvd, Floor 10, Houston, TX 77056; Insurance Agency; Insurance Agent; Refer clients to the Insurance Agency and receive referral fees; 08/2025; 8 hours per month; 2 hours during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-04-09 |
| S63 | Uniform Securities Agent State Law Examination | 2011-11-04 |
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