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Current Employers
Bbva Global Wealth Advisors, Inc.

501 Brickell Key Drive Suite 601, Miami, FL 33131 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-08-27
  • CA RA
    APPROVED
    Since 2025-08-27

Branch Locations

Chula Vista, CA • United States

501 Brickell Key Drive Suite 601, Miami, FL 33131 • 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
Mercantile Capital Advisors, Llc Chula Vista CA 05/2014 06/2019
Mercantile Consulting Group San Diego CA 06/2019 Present
Private Portfolio, Inc. San Diego CA 05/2021 08/2025
Bbva Global Wealth Advisors, Inc. Miami FL 08/2025 Present
Previous Registrations
  • 2024-09-04 → 2025-08-18
    La Jolla, CA
    Chula Vista, CA
    La Jolla, CA
  • 2021-05-23 → 2023-01-11
    La Jolla, CA
    Chula Vista, CA
  • 2014-06-05 → 2019-06-03
    Mercantile Capital Advisors, Llc
    Chula Vista, CA
  • 2009-08-06 → 2014-05-07
    San Diego, CA
    San Diego, CA
  • 2005-07-15 → 2009-08-05
    Precise Investment Management, Llc
    San Diego, CA
Other Businesses

Mercantile Consulting Group; not investment related; Chula Vista, CA; Property Management; President; passive, not involved in daily operations; 07/2019; 0 hours per month; 0 hours during trading hours.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2003-10-23
S63 Uniform Securities Agent State Law Examination 1995-11-22
  • S66 Uniform Combined State Law Examination
    2003-10-23
  • S63 Uniform Securities Agent State Law Examination
    1995-11-22

View on SEC IAPD

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