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Connor Ray Edward Tomlinson

Guided Capital Wealth Management, LLC

Houston, TX

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Current Employers
Guided Capital Wealth Management, Llc

24 Greenway Plaza Suite 1203, Houston, TX 77046 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-01-27
  • TX RA
    APPROVED
    Since 2025-01-27

Branch Locations

24 Greenway Plaza Suite 1203, Houston, TX 77046 • 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
Invesco Houston TX 06/2018 08/2024
Oklahoma State University Stillwater OK 01/2018 06/2018
One Way Valet Orlando FL 12/2017 01/2018
Oklahoma State University Stillwater OK 08/2017 12/2017
One Way Valet Orlando FL 05/2017 08/2017
Oklahoma State University Stillwater OK 01/2017 05/2017
One Way Valet Orlando FL 12/2016 01/2017
Oklahoma State Univeristy Intramural Refree Stillwater OK 09/2016 12/2016
Oklahoma State University Stillwater OK 08/2016 12/2016
Guided Capital Wealth Management Houston TX 08/2024 Present
Guided Capital Wealth Management, Llc Houston TX 08/2024 Present
  • 06/2018 → 08/2024
    Invesco
    Houston, TX
  • 01/2018 → 06/2018
    Oklahoma State University
    Stillwater, OK
  • 12/2017 → 01/2018
    One Way Valet
    Orlando, FL
  • 08/2017 → 12/2017
    Oklahoma State University
    Stillwater, OK
  • 05/2017 → 08/2017
    One Way Valet
    Orlando, FL
  • 01/2017 → 05/2017
    Oklahoma State University
    Stillwater, OK
  • 12/2016 → 01/2017
    One Way Valet
    Orlando, FL
  • 09/2016 → 12/2016
    Oklahoma State Univeristy Intramural Refree
    Stillwater, OK
  • 08/2016 → 12/2016
    Oklahoma State University
    Stillwater, OK
  • 08/2024 → Present
    Guided Capital Wealth Management
    Houston, TX
  • 08/2024 → Present
    Guided Capital Wealth Management, Llc
    Houston, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-12-19
  • S65 Uniform Investment Adviser Law Examination
    2024-12-19

View on SEC IAPD

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AMERIPRISE FINANCIAL SERVICES, LLC · Houston, TX
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