Linda Lorraine Roberts

Current Employers

Trb Wealth Management, Llc

9821 Katy Freeway, Suite 110, Houston, TX 77024 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2020-07-27

TX RA
APPROVED

Since 2020-07-27

Branch Locations

9821 Katy Freeway, Suite 110, Houston, TX 77024 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien Yes
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Morgan Stanley	Mcallen	TX	09/2013	10/2016
Morgan Stanley	San Antonio	TX	10/2016	03/2017
Hidalgo County	Edinburg	TX	03/2017	03/2019
Obs Financial	Mcallen	TX	03/2019	03/2021
Trb Wealth Management, Llc	Mcallen	TX	04/2020	Present
Texas Regional Bank	Mcallen	TX	03/2019	Present

09/2013 → 10/2016

Morgan Stanley

Mcallen, TX
10/2016 → 03/2017

Morgan Stanley

San Antonio, TX
03/2017 → 03/2019

Hidalgo County

Edinburg, TX
03/2019 → 03/2021

Obs Financial

Mcallen, TX
04/2020 → Present

Trb Wealth Management, Llc

Mcallen, TX
03/2019 → Present

Texas Regional Bank

Mcallen, TX

Previous Registrations

2019-03-13 → 2021-03-31

Obs Financial

Mcallen, TX

Concord, CA
2013-09-23 → 2017-03-06

Morgan Stanley

Mcallen, TX

San Antonio, TX
2012-07-31 → 2013-09-24

Wells Fargo Clearing Services, Llc

Mcallen, TX

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2012-07-30

S66 Uniform Combined State Law Examination

2012-07-30

Other Names

Linda Roberts
Linda Lorriane Cavazos

View on SEC IAPD

Current Employers

Trb Wealth Management, Llc

Disclosures

Employment History

Previous Registrations

Exams

Other Names

Other Firms

Other Investors

Other Offices

Reviews