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Carlos Ruano Morales

Bbva Global Wealth Advisors, Inc.

Houston, TX

Miami, FL

CRD 7938395

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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
TX RA APPROVED 2026-03-30
  • TX RA
    APPROVED
    Since 2026-03-30

Branch Locations

1980 Post Oak Blvd, Floor 10, Houston, TX 77056 • 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
Stonex Group Chicago IL 05/2019 08/2019
Speedout Advisory Sl Valencia 09/2020 05/2023
St. Bonaventure University St. Bonaventure NY 08/2019 05/2020
Vilimi Idiomas Valencia 07/2018 07/2018
Lpl Financial, Llc Onalaska WA 06/2024 01/2026
Unemployed Raleigh NC 06/2023 06/2024
Unemployed Valencia 08/2015 07/2018
Unemployed Chicago IL 07/2018 05/2019
Unemployed St. Bonaventure NY 05/2020 09/2020
Unemployed New Braunfels TX 01/2026 03/2026
Bbva Global Wealth Advisors, Inc. Houston TX 03/2026 Present
  • 05/2019 → 08/2019
    Stonex Group
    Chicago, IL
  • 09/2020 → 05/2023
    Speedout Advisory Sl
    Valencia
  • 08/2019 → 05/2020
    St. Bonaventure University
    St. Bonaventure, NY
  • 07/2018 → 07/2018
    Vilimi Idiomas
    Valencia
  • 06/2024 → 01/2026
    Onalaska, WA
  • 06/2023 → 06/2024
    Unemployed
    Raleigh, NC
  • 08/2015 → 07/2018
    Unemployed
    Valencia
  • 07/2018 → 05/2019
    Unemployed
    Chicago, IL
  • 05/2020 → 09/2020
    Unemployed
    St. Bonaventure, NY
  • 01/2026 → 03/2026
    Unemployed
    New Braunfels, TX
  • 03/2026 → Present
    Houston, TX
Previous Registrations
  • 2025-03-17 → 2026-02-11
    New Braunfels, TX
    Onalaska, WI
    Onalaska, WI
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-03-17
  • S66 Uniform Combined State Law Examination
    2025-03-17
Other Names
  • Carlos Ruano Morales

View on SEC IAPD

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