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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 |
|---|---|---|---|---|---|---|
| Binvesting | Independent wealth | May 15, 2026 | n/a | yes | HOUSTON, TX | Current employment |
| BANORTE ASSET MANAGEMENT, INC. | Independent wealth | May 15, 2026 | n/a | yes | HOUSTON, TX | Current employment |
| BBVA GLOBAL WEALTH ADVISORS, INC. | Independent wealth | Mar 5, 2024 | May 14, 2026 | no | Houston, TX|MIAMI, FL|Houston, TX | Previous registration |
| PNC MANAGED ACCOUNT SOLUTIONS, INC. | Former SEC adviser | Jan 13, 2022 | Nov 30, 2023 | no | Houston, TX | Previous registration |
| PNC MANAGED ACCOUNT SOLUTIONS, INC. | Former SEC adviser | Nov 4, 2010 | Dec 31, 2021 | no | HOUSTON, TX|SPRING, TX|HOUSTON, TX|HOUSTON, TX|HOUSTON, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| BBVA GLOBAL WEALTH ADVISORS, INC. | BANORTE ASSET MANAGEMENT, INC. | May 14, 2026 | May 15, 2026 | 1 | Firm change | RIA to RIA |
| PNC MANAGED ACCOUNT SOLUTIONS, INC. | BBVA GLOBAL WEALTH ADVISORS, INC. | Nov 30, 2023 | Mar 5, 2024 | 96 | Firm change | RIA to new firm |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 110476:327326:TX:2023-11-30 | Nov 30, 2023 | Mar 5, 2024 | HOUSTON, TX | Firm change |