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

BBVA GLOBAL WEALTH ADVISORS, 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

Apr 1, 2016earliest registration or exam on IAPD

Years in industry

10derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

3

Current registrations

1

Registered states

2

Exams

S66|S63

First exam

Nov 6, 2017

First registration

Oct 4, 2018

Dual registered

no

Other names

JOSE ANTONIO LAU|JOSE LAU|JOSE A LAU VALDIVIA

IAPD individual key

5207401

• Occurred

  Oct 1, 2024
  Advisor changed firm

  Jose A Lau left Insigneo Advisory Services, Llc for Bbva Global Wealth Advisors, Inc. (registered 2024-10-10)

  Form ADVobserved 6 days ago
• Occurred

  Nov 30, 2023
  Advisor changed firm

  Jose A Lau left Pnc Managed Account Solutions, Inc. for Insigneo Advisory Services, Llc (registered 2023-12-01)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:cd1a43e6-856f-6783-13b4-d825ef83676e

First observed

Oct 4, 2018

Last observed

Sep 14, 2026 7 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.