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Gbm Wealth Management, Inc.

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Current Employers

Gbm Wealth Management, Inc.

2700 Post Oak Blvd Suite 1110, Houston, TX 77056 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2025-06-25

TX RA
APPROVED

Since 2025-06-25

Branch Locations

2700 Post Oak Blvd Suite 1110, Houston, TX 77056 • United States

Guadalajara • Mexico

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

Organization	City	State	From	To
Gbm Wealth Management, Llc	Houston	TX	04/2025	Present
Lifestyles & Heritage Brands Of Mexico	Guadalajara		02/2015	03/2025
Gbm International, Inc.	Houston	TX	10/2025	Present

04/2025 → Present

Gbm Wealth Management, Llc

Houston, TX
02/2015 → 03/2025

Lifestyles & Heritage Brands Of Mexico

Guadalajara
10/2025 → Present

Gbm International, Inc.

Houston, TX

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	2026-01-23
S65	Uniform Investment Adviser Law Examination	2025-06-25

S63 Uniform Securities Agent State Law Examination

2026-01-23
S65 Uniform Investment Adviser Law Examination

2025-06-25

View on SEC IAPD

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