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Robert Gwydir

Corda Investment Management, LLC

Houston, TX

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Current Employers
Corda Investment Management, Llc

8955 Katy Freeway Suite 200, Houston, TX 77024-1626 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-08-06
  • TX RA
    APPROVED
    Since 2026-08-06

Branch Locations

8955 Katy Freeway Suite 200, Houston, TX 77024-1626 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Metlife Securities Inc Houston TX 12/2015 10/2016
Fidelity Brokerage Services Llc Houston TX 11/2016 05/2026
Massmutual Boston MA 07/2016 11/2016
Goff Financial Group Houston TX 06/2026 07/2026
Corda Investment Management, Llc Houston TX 08/2026 Present
  • 12/2015 → 10/2016
    Metlife Securities Inc
    Houston, TX
  • 11/2016 → 05/2026
    Fidelity Brokerage Services Llc
    Houston, TX
  • 07/2016 → 11/2016
    Massmutual
    Boston, MA
  • 06/2026 → 07/2026
    Goff Financial Group
    Houston, TX
  • 08/2026 → Present
    Corda Investment Management, Llc
    Houston, TX
Previous Registrations
  • 2026-06-02 → 2026-07-17
    The Goff Financial Group
    Houston, TX
  • 2025-03-31 → 2026-06-04
    Strategic Advisers Llc
    Houston, TX
    Houston, TX
    Boston, MA
  • 2019-07-15 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Houston, TX
  • 2016-09-13 → 2016-11-04
    Msi Financial Services, Inc.
    Houston, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-07-15
  • S66 Uniform Combined State Law Examination
    2019-07-15

View on SEC IAPD

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AMERIPRISE FINANCIAL SERVICES, LLC · Houston, TX
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