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Current Employers
Pnc Wealth Management Llc

300 Fifth Avenue 26Th Floor, Pittsburgh, PA 15222-2722 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2021-08-17
  • TX RA
    APPROVED
    Since 2021-08-17

Branch Locations

4555 Bissonnet Street, Bellaire, TX 77401 • United States

6375 Woodway Drive, Houston, TX 77057 • United States

2101 Mangum Road, Houston, TX 77092 • United States

14550 Memorial Dr, Houston, TX 77079 • United States

1217 West 43Rd Street, Houston, TX 77018 • United States

2200 Post Oak Blvd, Houston, TX 77056 • United States

9669 Katy Fwy, Houston, TX 77024 • United States

4955 Beechnut St, Houston, TX 77096 • United States

5275 Buffalo Speedway, Houston, TX 77005 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Bbva Securities Inc. Houston TX 06/2014 08/2021
Compass Bank Birmingham AL 05/2014 08/2021
Bbva Compass Insurance Agency, Inc. Austin TX 05/2014 08/2021
Bbva Wealth Solutions, Inc. Houston TX 04/2018 08/2021
Pnc Investments Houston TX 08/2021 Present
  • 06/2014 → 08/2021
    Bbva Securities Inc.
    Houston, TX
  • 05/2014 → 08/2021
    Compass Bank
    Birmingham, AL
  • 05/2014 → 08/2021
    Bbva Compass Insurance Agency, Inc.
    Austin, TX
  • 04/2018 → 08/2021
    Bbva Wealth Solutions, Inc.
    Houston, TX
  • 08/2021 → Present
    Pnc Investments
    Houston, TX
Previous Registrations
  • 2018-04-16 → 2021-08-17
    Pnc Managed Account Solutions, Inc.
    Houston, TX
    Bellaire, TX
    Houston, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-04-13
S63 Uniform Securities Agent State Law Examination 2011-09-21
  • S65 Uniform Investment Adviser Law Examination
    2018-04-13
  • S63 Uniform Securities Agent State Law Examination
    2011-09-21
Other Names
  • Juan Antonio Campos-Ortiz
  • Juan A Campos

View on SEC IAPD

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