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RIA / WealthAdvisordual registered (broker-dealer)13 years in industry

Mckinzie Valverdy

Advisor at BULL MARKET INVESTMENT MANAGEMENT, INC.

MIAMI, FL

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Search this name across graphsid dfx:ria:bf1ed900-a140-03ca-3da5-09dd0f387b3d

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 5:08 PM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 3
On other graphs: 0
Observed: Mar 14, 2013 to Sep 14, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: BULL MARKET INVESTMENT MANAGEMENT, INC.
Current firm class: former SEC adviserderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Oct 13, 2012earliest registration or exam on IAPD
Years in industry: 13derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 7
Current registrations: 1
Registered states: 1
Exams: S65|S63
First exam: Oct 13, 2012
First registration: Mar 14, 2013
Dual registered: yes, broker-dealer
IAPD individual key: 6053768

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
BULL MARKET INVESTMENT MANAGEMENT, INC.	Former SEC adviser	Jun 17, 2026	n/a	yes	MIAMI, FL	Current employment
BBVA GLOBAL WEALTH ADVISORS, INC.	Independent wealth	Dec 12, 2025	Jan 6, 2026	no	MIAMI, FL	Previous registration
PUENTE ASESORAMIENTO DE INVERSIONES, LLC	Former SEC adviser	Jan 29, 2025	Apr 21, 2025	no	MIAMI, FL	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Mar 18, 2022	Jul 23, 2024	no	MIAMI LAKES, FL\|FORT LAUDERDALE, FL	Previous registration
ABACUS CAPITAL ADVISORS	Independent wealth	Sep 24, 2021	Nov 29, 2021	no	PLANTATION, FL	Previous registration
CITIGROUP GLOBAL MARKETS INC.	Bd affiliated wealth	Dec 13, 2018	Jun 9, 2021	no	Miami, FL	Previous registration
J.P. MORGAN SECURITIES LLC	Wirehouse	Jul 22, 2016	Mar 22, 2017	no	MIAMI GARDENS, FL	Previous registration
MORGAN STANLEY	Wirehouse	Mar 14, 2013	Sep 25, 2014	no	Miami, FL	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
BBVA GLOBAL WEALTH ADVISORS, INC.	BULL MARKET INVESTMENT MANAGEMENT, INC.	Jan 6, 2026	Jun 17, 2026	162	Firm change	Other
PUENTE ASESORAMIENTO DE INVERSIONES, LLC	BBVA GLOBAL WEALTH ADVISORS, INC.	Apr 21, 2025	Dec 12, 2025	235	Firm change	Other
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	PUENTE ASESORAMIENTO DE INVERSIONES, LLC	Jul 23, 2024	Jan 29, 2025	190	Firm change	Other
ABACUS CAPITAL ADVISORS	MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Nov 29, 2021	Mar 18, 2022	109	Firm change	RIA to wirehouse
CITIGROUP GLOBAL MARKETS INC.	ABACUS CAPITAL ADVISORS	Jun 9, 2021	Sep 24, 2021	107	Firm change	Ibd to RIA
J.P. MORGAN SECURITIES LLC	CITIGROUP GLOBAL MARKETS INC.	Mar 22, 2017	Dec 13, 2018	631	Firm change after gap	Wirehouse to ibd
MORGAN STANLEY	J.P. MORGAN SECURITIES LLC	Sep 25, 2014	Jul 22, 2016	666	Firm change after gap	Wirehouse to wirehouse

Relationships

Registered with (8)

→ BULL MARKET INVESTMENT MANAGEMENT, INC.Registered adviserregistration: current employment
Jun 17, 2026 to presentfactForm ADV
→ BBVA GLOBAL WEALTH ADVISORS, INC.Registered adviserregistration: previous registration
Dec 12, 2025 to Jan 6, 2026factForm ADV
→ PUENTE ASESORAMIENTO DE INVERSIONES, LLCRegistered adviserregistration: previous registration
Jan 29, 2025 to Apr 21, 2025factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Mar 18, 2022 to Jul 23, 2024factForm ADV
→ ABACUS CAPITAL ADVISORSRegistered adviserregistration: previous registration
Sep 24, 2021 to Nov 29, 2021factForm ADV
→ CITIGROUP GLOBAL MARKETS INC.Registered adviserregistration: previous registration
Dec 13, 2018 to Jun 9, 2021factForm ADV
→ J.P. MORGAN SECURITIES LLCRegistered adviserregistration: previous registration
Jul 22, 2016 to Mar 22, 2017factForm ADV
→ MORGAN STANLEYRegistered adviserregistration: previous registration
Mar 14, 2013 to Sep 25, 2014factForm ADV

Dated events

Occurred
Jan 6, 2026
Advisor changed firm
Mckinzie Valverdy left Bbva Global Wealth Advisors, Inc. for Bull Market Investment Management, Inc. (registered 2026-06-17)
Form ADVobserved 6 days ago
Occurred
Apr 21, 2025
Advisor changed firm
Mckinzie Valverdy left Puente Asesoramiento De Inversiones, Llc for Bbva Global Wealth Advisors, Inc. (registered 2025-12-12)
Form ADVobserved 6 days ago
Occurred
Jul 23, 2024
Advisor changed firm
Mckinzie Valverdy left Merrill Lynch, Pierce, Fenner & Smith Incorporated for Puente Asesoramiento De Inversiones, Llc (registered 2025-01-29)
Form ADVobserved 6 days ago