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2700 Post Oak Blvd Suite 1110, Houston, TX 77056 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-11-25 |
| FL | RA | APPROVED | 2024-06-15 |
| CA | RA | APPROVED | 2024-03-29 |
| TX | RA | APPROVED | 2022-07-22 |
Branch Locations
2700 Post Oak Blvd Suite 1110, Houston, TX 77056 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Gbm International, Inc. | Houston | TX | 06/2012 | 06/2022 |
| Gbmsa Holdings, Inc. | Houston | TX | 10/2015 | 04/2019 |
| Portfolio Investments, Inc. | Houston | TX | 10/2016 | 01/2022 |
| Gbm Wealth Management, Inc. | Houston | TX | 08/2016 | 12/2016 |
| Gbm Wealth Management, Inc. | Houston | TX | 12/2016 | 01/2022 |
| Gbm Wealth Management, Inc. | Houston | TX | 01/2022 | 06/2022 |
| Gbm Wealth Management, Inc. | Houston | TX | 06/2022 | 12/2023 |
| Gbm International, Inc. | Houston | TX | 01/2024 | Present |
| Gbm Wealth Management, Inc. | Houston | TX | 01/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-04-30 |
| S63 | Uniform Securities Agent State Law Examination | 2012-11-14 |
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