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Juan Guillermo Lenis

Bbva Global Wealth Advisors, Inc.

Miami, FL

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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
FL RA APPROVED 2024-12-02
  • FL RA
    APPROVED
    Since 2024-12-02

Branch Locations

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
Bbva Mexico Sa Mexico City 01/2014 03/2024
Bbva Global Wealth Advisors, Inc. Miami FL 03/2024 Present
Other Businesses

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; 04/2026; 8 hours per month; 2 hours during trading hours.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-10-03
  • S65 Uniform Investment Adviser Law Examination
    2024-10-03

View on SEC IAPD

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