Mckinzie Valverdy is an investment adviser representative (IAR) with state registration records since 2013, appearing at 8 firms. Currently registered with BULL MARKET INVESTMENT MANAGEMENT, INC..
| Firm | From | To | Current |
|---|---|---|---|
| BULL MARKET INVESTMENT MANAGEMENT, INC. | 2026-06-17 | present | Yes |
| BBVA GLOBAL WEALTH ADVISORS, INC. | 2025-12-12 | 2026-01-06 | — |
| PUENTE ASESORAMIENTO DE INVERSIONES, LLC | 2025-01-29 | 2025-04-21 | — |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2022-03-18 | 2024-07-23 | — |
| ABACUS CAPITAL ADVISORS | 2021-09-24 | 2021-11-29 | — |
| CITIGROUP GLOBAL MARKETS INC. | 2018-12-13 | 2021-06-09 | — |
| J.P. MORGAN SECURITIES LLC | 2016-07-22 | 2017-03-22 | — |
| MORGAN STANLEY SMITH BARNEY LLC | 2013-03-14 | 2014-09-25 | — |