DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at BANORTE ASSET MANAGEMENT, INC.
HOUSTON, TX
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| BANORTE ASSET MANAGEMENT, INC. | Independent wealth | May 26, 2026 | n/a | yes | HOUSTON, TX | Current employment |
| BBVA GLOBAL WEALTH ADVISORS, INC. | Independent wealth | Mar 4, 2024 | Mar 4, 2026 | no | Houston, TX|MIAMI, FL|Houston, TX | Previous registration |
| PNC MANAGED ACCOUNT SOLUTIONS, INC. | Former SEC adviser | Jan 12, 2022 | Nov 30, 2023 | no | San Antonio, TX | Previous registration |
| PNC MANAGED ACCOUNT SOLUTIONS, INC. | Former SEC adviser | Oct 20, 2011 | Dec 31, 2021 | no | SAN ANTONIO, TX|San Antonio, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| BBVA GLOBAL WEALTH ADVISORS, INC. | BANORTE ASSET MANAGEMENT, INC. | Mar 4, 2026 | May 26, 2026 | 83 | Firm change | RIA to RIA |
| PNC MANAGED ACCOUNT SOLUTIONS, INC. | BBVA GLOBAL WEALTH ADVISORS, INC. | Nov 30, 2023 | Mar 4, 2024 | 95 | Firm change | RIA to new firm |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 110476:327326:TX:2023-11-30 | Nov 30, 2023 | Mar 4, 2024 | SAN ANTONIO, TX | Firm change |