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.

Current firm

BANORTE ASSET MANAGEMENT, INC.

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

May 29, 2003earliest registration or exam on IAPD

Years in industry

23derivedfrom the industry start date

Years at current firm

2derivedfrom the current registration's begin date

Prior firms

3

Current registrations

2

Registered states

1

Exams

S65|S63

First exam

May 29, 2003

First registration

Oct 18, 2011

Dual registered

yes, broker-dealer

Other names

JOSE RAMON RODRIGUEZ GONZALEZ|JOSE RAMON RODRIGUEZ|Jose Ramon Rodriguez

IAPD individual key

4392639

• Occurred

  Dec 6, 2023
  Advisor changed firm

  Jose Ramon Rodriguez left Pnc Wealth Management for Banorte Asset Management, Inc. (registered 2024-02-13)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:cc53c03a-0c02-e095-7e4d-15839191789c

First observed

Oct 18, 2011

Last observed

Sep 14, 2026 5 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.