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Current Employers
Portafolio Capital Management

25290A W Ih-10 Frontage Rd, San Antonio, TX 78257 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-02-07
  • TX RA
    APPROVED
    Since 2024-02-07

Branch Locations

25290A W Ih-10 Frontage Rd, San Antonio, TX 78257 • 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
Compass Bank San Antonio TX 08/2015 03/2017
Bbva Weath Solutions Inc. San Antonio TX 11/2015 03/2017
Bbva Compass Insurance Agency, Inc. Austin TX 04/2016 03/2017
Jpmorgan Securities Llc. San Antonio TX 03/2017 05/2018
Gurupresario San Antonio TX 01/2015 Present
Sanch Mgt San Antonio TX 05/2016 12/2016
Bbva Securities Inc Austin TX 10/2015 03/2017
Martin Capital Advisors, Llp San Antonio TX 01/2019 Present
  • 08/2015 → 03/2017
    Compass Bank
    San Antonio, TX
  • 11/2015 → 03/2017
    Bbva Weath Solutions Inc.
    San Antonio, TX
  • 04/2016 → 03/2017
    Bbva Compass Insurance Agency, Inc.
    Austin, TX
  • 03/2017 → 05/2018
    Jpmorgan Securities Llc.
    San Antonio, TX
  • 01/2015 → Present
    Gurupresario
    San Antonio, TX
  • 05/2016 → 12/2016
    Sanch Mgt
    San Antonio, TX
  • 10/2015 → 03/2017
    Bbva Securities Inc
    Austin, TX
  • 01/2019 → Present
    San Antonio, TX
Previous Registrations
Other Businesses

Entity Name: GURUPRESARIO LLC Investment related: N/A Address: Remote work + meeting (no office space) no entity address. Nature of the other business: Helping small business owners learn skills to run a successful business. Media, marketing and film Position/Title/Relationship: Founder, Chief of Strategy, Creative Director Start Date: 01 Jan 2015 Approximate # of hours a month: 10 Approximate # of hours during securities hours: N/A Briefly describe your duties: Consultant, mentor, media consultant. The company is a marketing, strategic consulting, and advertising business focused on managing brand growth for hired clients. Entity Name: Martin Capital Advisors, LLP Investment related: Yes Address: 1100 NE Loop 410 #300, San Antonio, TX 78209 Nature of the other business: Registered Investment Advisor Position/Title/Relationship: Partner, Director of Institutional Research, Wealth Manager Start Date: 01 Jan 2019 Approximate # of hours a month: 40 Approximate # of hours during securities hours: N/A Briefly describe your duties: Business development with prospective clients. Managing current clients + relationships.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-08-26
S63 Uniform Securities Agent State Law Examination 2014-06-16
  • S65 Uniform Investment Adviser Law Examination
    2014-08-26
  • S63 Uniform Securities Agent State Law Examination
    2014-06-16
Other Names
  • Mau Sanchez

View on SEC IAPD

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