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PN

Patricio Navarro Martinez

Some features on this profile are disabled
CRD#: 7345312
PN

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Patricio Navarro Martinez was a registered financial professional .

Patricio is a previously registered financial professional and started their career in finance in 2021. Patricio had worked at 2 firms and has passed the Series 63, Series 65, Series 7TO and SIE exams.

top-8-questions

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.
PNM Magno LLC The business is investment-related 200 South Biscayne Blvd Suite 4100 Miami, FL 33131 Owner 8 hours a month dedicated 10 minutes devoted during securities trading hours Financial/Financial Engineering advice to companies and individuals Artlux SA de CV Calle 3 No. 26-A Zona Industrial Benito Juarez Queretaro, Queretaro C.P. 76120 Mexico Board Member 2 hours a month dedicated 10 minutes devoted during securities trading hours O-CDAGUA, S.A. de C.V. Calle de Puebla 242 Colonia Roma, Delegaci�?³n Cuauht�?©moc, Ciudad de M�?©xico Mexico Shareholder/Board Member 2 hours a month dedicated 10 minutes devoted during securities trading hours PRO ORGANIC GROWERS SAPI DE CV Tres Picos 65, Col. Bosques de Chapultepec C.P. 11580, Ciudad de M�?©xico Mexico Board Member 2 hours a month dedicated 10 minutes devoted during securities trading hours MARCLY SAPI DE CV Paseo de los Tamarindos No. 400-B, piso 27 Bosques de las Lomas Ciudad de M�?©xico, 05120 Mexico Shareholder 0 hours a month dedicated 0 minutes devoted during securities trading hours Fideicomiso F/476 Torre Omega Campos Eliseos 345 P15, Oficina 1401-C Polanco Chapultepec 11560 CDMX Mexico Shareholder/Board Member 2 hours a month dedicated 10 minutes devoted during securities trading hours

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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

Past

October 5, 2022 - April 1, 2024

BULLTICK, LLC

BD
CRD#: 104005
MIAMI, FL
Past

April 16, 2021 - April 1, 2024

BULLTICK WEALTH MANAGEMENT, LLC

RIA
CRD#: 141588
Miami, FL

State Registrations and Notice Filings

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

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
RR
Series 63
Date: 10/15/2022
Uniform Securities Agent State Law Examination
State Security Law Exam
IAR
Series 65
Date: 4/8/2021
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 10/5/2022
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 3/24/2022
Securities Industry Essentials Examination

Current Firm

BL
BULLTICK, LLC
BULLTICK LLC | BULLTICK, LLC

CRD#: 104005 / SEC#: , 8-52493

BD
Broker-Dealer Firm Regulated by FINRA (Florida district office)
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Contact information

Main Address
333 Se 2nd Ave. Ste 3950, Miami, FL 33131
Mailing Address
333 Se 2nd Ave. Ste 3950, Miami, FL 33131
Phone number
(305) 533-1541
Established
Delaware since 02/18/2000
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (15 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#
BULLTICK CAPITAL MARKETS HOLDINGS, LLCOWNER
BANUELOS CAAMANO, HUMBERTOCHIEF EXECUTIVE OFFICER5156168
EGUILIOR, GENEMARIE BIERLEYCHIEF COMPLIANCE OFFICER2309541
HERRERA, WILLIAM ALBERTPRINCIPAL OPERATIONS OFFICER2153052
HERRERA, WILLIAM ALBERTCFO/FINOP2153052

Disclosures

Regulatory Event11

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

BULLTICK, LLC

CRD#: 104005

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