Jose Roberto Macouzet

Employer firm

Gbm Wealth Management, Inc. CRD 145049

$346M regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2008 → 09/2021
  Gbm International, Inc.
  Houston, TX
• 04/2005 → 01/2022
  Gbm Wealth Management, Inc.
  Houston, TX
• 06/2016 → 01/2021
  Corporativo Gbm, S.A.B. De C.V
  Mexico City
• 03/2008 → 10/2016
  Portfolio Investments
  Houston, TX
• 05/2016 → 02/2018
  Gbm Wealth Management, S. De R.L. De C.V.
  Ciudad De Mexico
• 10/2016 → Present
  Portfolio Investments, Inc.
  Houston, TX
• 12/2018 → 05/2019
  Gbm Wealth Sa De Rl
  Ciudad De Mexico
• 01/2021 → Present
  Corporativo Gbm, S.A.B. De C.V
  Mexico City
• 09/2021 → Present
  Gbm International, Inc.
  Houston, TX
• 01/2022 → 06/2022
  Gbm Wealth Management, Inc.
  Houston, TX
• 01/2024 → 01/2024
  Gbm Wealth Management, Inc.
  Houston, TX
• 01/2024 → Present
  Gbm Wealth Management, Inc.
  Houston, TX

Previous Registrations

• 2011-07-20 → 2022-06-30
  Gbm Wealth Management, Inc.
  Houston, TX
• 2004-09-29 → 2005-04-15
  Citicorp Investment Services
  Los Angeles, CA
• 2003-01-24 → 2004-10-13
  Illac Advisors, Inc.
  Houston, TX

Other Businesses

#1. LUNIMAC, LLC; 5007 WATER VIEW BEND, SUGAR LAND, TEXAS 77479; POSITION: OWNER; NON-INVESTMENT RELATED; START DATE: 09/2012; 1 HOUR/MONTH; 0 HOURS DURING TRADING; OWNER OF A REAL ESTATE PROPERTY IN COLORADO. #2. NILUMAC LLC; NO; 5007 WATER VIEW BEND, SUGAR LAND, TEXAS 77479; PASSIVE EQUITY OWNER; 10/2022; A MEXICAN COMPANY (EUCAFRAN) THAT INVESTS IN REAL ESTATE, HOSPITALITY AND TRAVEL INDUSTRY IN MEXICO; APPROXIAMTLEY 1 HOUR PER MONTH ZERO DURING TRADING; PASSIVE INVESTOR

Exams

• S66 Uniform Combined State Law Examination
  2002-08-26
• S63 Uniform Securities Agent State Law Examination
  2000-02-21