DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

Mckinzie Valverdy

Bull Market Investment Management, Inc.formerMiami, Fldual registrantIAPD 6053768

Feed of 09/14/2026

At current firm

0 y

since Jun 17, 2026

In the industry

13 y

since Oct 13, 2012 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S65, S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Bull Market Investment Management, Inc. former current
since Jun 17, 2026 · Miami, Fl
Bbva Global Wealth Advisors, Inc. independent RIA
Dec 12, 2025 to Jan 6, 2026 · Miami, Fl
Puente Asesoramiento De Inversiones, LLC former
Jan 29, 2025 to Apr 21, 2025 · Miami, Fl
Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse
Mar 18, 2022 to Jul 23, 2024 · Miami Lakes, Fl
Abacus Capital Advisors independent RIA
Sep 24, 2021 to Nov 29, 2021 · Plantation, Fl
Citigroup Global Markets Inc. BD affiliated
Dec 13, 2018 to Jun 9, 2021 · Miami, Fl
J.P. Morgan Securities LLC wirehouse
Jul 22, 2016 to Mar 22, 2017 · Miami Gardens, Fl
Morgan Stanley wirehouse
Mar 14, 2013 to Sep 25, 2014 · Miami, Fl

Moves

a registration end followed by a registration begin elsewhere

Bbva Global Wealth Advisors, Inc. to Bull Market Investment Management, Inc.
left Jan 6, 2026, registered Jun 17, 2026 (162 days) · Other
Puente Asesoramiento De Inversiones, LLC to Bbva Global Wealth Advisors, Inc.
left Apr 21, 2025, registered Dec 12, 2025 (235 days) · Other
Merrill Lynch, Pierce, Fenner & Smith Incorporated to Puente Asesoramiento De Inversiones, LLC
left Jul 23, 2024, registered Jan 29, 2025 (190 days) · Other
Abacus Capital Advisors to Merrill Lynch, Pierce, Fenner & Smith Incorporated
left Nov 29, 2021, registered Mar 18, 2022 (109 days) · RIA to wirehouse
Citigroup Global Markets Inc. to Abacus Capital Advisors
left Jun 9, 2021, registered Sep 24, 2021 (107 days) · Affiliated broker-dealer or bank to independent RIA
J.P. Morgan Securities LLC to Citigroup Global Markets Inc.
left Mar 22, 2017, registered Dec 13, 2018 (631 days) · Wirehouse to affiliated broker-dealer or bank
Morgan Stanley to J.P. Morgan Securities LLC
left Sep 25, 2014, registered Jul 22, 2016 (666 days) · Wirehouse to wirehouse

Signals

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

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Former SEC-registered adviserderived
Years in industry: 13derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address