Robert Gomez Diaz-Arrastia

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2021 → 08/2024
  Lincoln Financial Advisors
  Houston, TX
• 08/2020 → 11/2021
  First Service Residential
  Houston, TX
• 03/2019 → 08/2020
  Wolfgang Puck Bar & Grill
  Lake Buena Vista, FL
• 10/2018 → 03/2019
  Unemployed
  Houston, TX
• 07/2018 → 10/2018
  Officer Candidate School - United States Navy
  Newport, RI
• 06/2017 → 07/2018
  Strake Jesuit College Preparatory
  Houston, TX
• 06/2015 → 06/2017
  Rice University
  Houston, TX
• 07/2016 → 03/2017
  Café Piquet
  Bellaire, TX
• 08/2024 → Present
  Lpl Financial Llc
  Houston, TX

Previous Registrations

• 2022-04-01 → 2024-08-08
  Osaic Fa, Inc.
  Houston, TX

Other Businesses

1) 07/23/2024 - Priority Wealth Partners - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s) - 160 Hours per month. 2) 07/23/2024 - Gladstone Wealth Partners - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s) - 160 Hours per month.

Exams

• S66 Uniform Combined State Law Examination
  2022-03-04

Other Names

• Robert Gomez Diaz-Arrastia
• Robert Diaz-Arrastia