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501 Brickell Key Drive Suite 601, Miami, FL 33131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-12-10 |
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 |
|---|---|---|---|---|
| Valores Banistmo | Panama City | 02/2017 | 06/2021 | |
| Morgan Stanley Smith Barney Llc | Houston | TX | 08/2021 | 04/2023 |
| Unemployed | Panama City | 07/2016 | 01/2017 | |
| Morgan Stanley Private Bank, N.A | New York | NY | 09/2021 | 04/2023 |
| Btg Pactual Us Capital, Llc | Miami | FL | 04/2023 | 11/2025 |
| Btg Pactual Asset Management Us Llc | Miami | FL | 03/2024 | 11/2025 |
| Bbva Global Wealth Advisors Inc. | Houston | TX | 11/2025 | Present |
Name of Business ; VERTEX INDUSTRIAL EXPEDITING LLC Where the business is investment-related; NO The address of the other business; 2914 ROYAL OAKS CRST HOUSTON, TX 77082 - 2840 The nature of the other business; Some of the specific activities: plant system and equipment setup and managing supplier timelines, handling of logistics and transport of industrial machinery and goods. your position & title, or relationship with the other business; Strictly a non-operating member entitled only to potential future distributions. the start date of your relationship; May 1st 2026 the approximate number of hours/month you devote to the other business; 0 hours the number of hours you devote to the other business during securities trading hours; 0 hours Briefly describe your duties relating to the other business; The employee has absolutely no operational role, management responsibility, client interaction, or authority to bind the LLC.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-09-07 |
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