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MV

Mckinzie Valverdy

BULL MARKET SECURITIES
Miami, FL 33130
Some features on this profile are disabled
CRD#: 6053768
MV

Professional summary

Mckinzie Valverdy is a registered financial professional currently at BULL MARKET SECURITIES, INC. located in Miami, Florida.

Mckinzie is registered as a RR (Registered Representative) and started their career in finance in 2012. Mckinzie has worked at 11 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
No

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Mckinzie Valverdy's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

January 29, 2026 - Present

BULL MARKET SECURITIES, INC.

Office #1: 175 Sw 7th Street Suite 1616, Miami, FL 33130
BD
CRD#: 282480
Miami, FL
Past

December 12, 2025 - January 6, 2026

BBVA GLOBAL WEALTH ADVISORS, INC.

RIA
CRD#: 327326
MIAMI, FL
Past

January 29, 2025 - April 21, 2025

PUENTE ASESORAMIENTO DE INVERSIONES, LLC

RIA
CRD#: 311609
MIAMI, FL
Past

September 4, 2024 - April 21, 2025

PUENTE SERVICIOS FINANCIEROS LLC

BD
CRD#: 304587
MIAMI, FL
Past

March 18, 2022 - July 23, 2024

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
FORT LAUDERDALE, FL
Past

March 17, 2022 - July 23, 2024

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
FORT LAUDERDALE, FL
Past

September 24, 2021 - November 29, 2021

ABACUS CAPITAL ADVISORS

RIA
CRD#: 309295
FORT LAUDERDALE, FL
Past

December 13, 2018 - June 9, 2021

CITIGROUP GLOBAL MARKETS INC.

RIA
CRD#: 7059
MIAMI, FL
Past

October 8, 2018 - June 9, 2021

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
MIAMI, FL
Past

April 12, 2017 - July 30, 2018

INSIGNEO INTERNATIONAL FINANCIAL SERVICES LLC

BD
CRD#: 17053
MIAMI, FL
Past

July 22, 2016 - March 22, 2017

J.P. MORGAN SECURITIES LLC

RIA
CRD#: 79
MIAMI GARDENS, FL
Past

June 27, 2016 - March 22, 2017

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
MIAMI GARDENS, FL
Past

March 14, 2013 - September 25, 2014

MORGAN STANLEY

RIA
CRD#: 149777
MIAMI, FL
Past

January 16, 2013 - September 25, 2014

MORGAN STANLEY

BD
CRD#: 149777
MIAMI, FL
Past

September 18, 2012 - October 18, 2012

VFINANCE INVESTMENTS, INC

BD
CRD#: 44962
MIAMI, FL

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Florida
(2/6/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 3/12/2013
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 10/13/2012
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 7/30/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 9/17/2012
General Securities Representative Examination
SRO Registrations
RR
FINRA

Current Firm

BM
BULL MARKET SECURITIES, INC.
BULL MARKET SECURITIES, INC.

CRD#: 282480 / SEC#: , 8-69718

BD
Broker-Dealer Firm Regulated by FINRA (Florida district office)
PREMIUM
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
175 Sw 7th Street Suite 1616, Miami, FL 33130
Mailing Address
175 Sw 7th Street Suite 1616, Miami, FL 33130
Phone number
(561) 757-2322
Established
Florida since 10/20/2015
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (8 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
GOLDON COMPANY TRADE SAOWNER
COLOMBO, DOUGLASFINOP, CFO, PFO1858351
JORDAN, CHRISTOPHER SHANECHIEF COMPLIANCE OFFICER2843281
MARRA, LAUTARO DAVIDCHIEF EXECUTIVE OFFICER6510408
MARRA, LAUTARO DAVIDPRINCIPAL OPERATIONS OFFICER6510408

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

BULL MARKET SECURITIES, INC.

CRD#: 282480Miami, FL 33130

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