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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 |
|---|---|---|---|---|---|---|
| BANORTE ASSET MANAGEMENT, INC. | Independent wealth | Jun 23, 2025 | n/a | yes | HOUSTON, TX | Current employment |
| INSIGNEO ADVISORY SERVICES, LLC | Mixed wealth | Dec 1, 2023 | Jun 24, 2025 | no | HOUSTON, TX|MIAMI, FL | Previous registration |
| PNC MANAGED ACCOUNT SOLUTIONS, INC. | Former SEC adviser | Jan 11, 2022 | Nov 30, 2023 | no | HOUSTON, TX | Previous registration |
| PNC WEALTH MANAGEMENT | Bd affiliated wealth | Sep 20, 2021 | Nov 30, 2023 | no | HOUSTON, TX | Previous registration |
| PNC MANAGED ACCOUNT SOLUTIONS, INC. | Former SEC adviser | Jan 3, 2017 | Dec 31, 2021 | no | Houston, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| INSIGNEO ADVISORY SERVICES, LLC | BANORTE ASSET MANAGEMENT, INC. | Jun 24, 2025 | Jun 23, 2025 | -1 | Firm change | Ibd to RIA |
| PNC MANAGED ACCOUNT SOLUTIONS, INC. | INSIGNEO ADVISORY SERVICES, LLC | Nov 30, 2023 | Dec 1, 2023 | 1 | Firm change | RIA to RIA |
| PNC WEALTH MANAGEMENT | PNC MANAGED ACCOUNT SOLUTIONS, INC. | Nov 30, 2023 | Jan 11, 2022 | -688 | Firm change after gap | Ibd to ibd |
| PNC MANAGED ACCOUNT SOLUTIONS, INC. | PNC WEALTH MANAGEMENT | Dec 31, 2021 | Sep 20, 2021 | -102 | Firm change after gap | Ibd to ibd |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 110476:282589:TX:2023-11-30 | Nov 30, 2023 | Dec 1, 2023 | HOUSTON, TX | Firm change |
| 129052:110476:TX:2023-11-30 | Nov 30, 2023 | Jan 11, 2022 | HOUSTON, TX | Firm change after gap |
| 110476:129052:TX:2021-12-31 | Dec 31, 2021 | Sep 20, 2021 | HOUSTON, TX | Firm change after gap |