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Jose Andres Martinez Mendoza

Bbva Global Wealth Advisors, Inc.

Miami, FL

CRD 7901205

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Employer firm

Bbva Global Wealth Advisors, Inc. CRD 327326

$1.36B regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

Current Employers
Bbva Global Wealth Advisors, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2024-05-07
  • FL RA
    APPROVED
    Since 2024-05-07

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 Global Wealth Advisors, Inc. Miami FL 04/2024 Present
Bbva Switzerland Zurich 09/2022 03/2024
Banco Sabadell Sa Sant Cugat Del Vales 04/2016 08/2022
  • 04/2024 → Present
    Bbva Global Wealth Advisors, Inc.
    Miami, FL
  • 09/2022 → 03/2024
    Bbva Switzerland
    Zurich
  • 04/2016 → 08/2022
    Banco Sabadell Sa
    Sant Cugat Del Vales
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-04-16
  • S65 Uniform Investment Adviser Law Examination
    2024-04-16
Other Names
  • Jose Andres Martinez Mendoza

View on SEC IAPD

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