Best Investors Account Sign in

Desiree Meixueiro Luna

Gbm Wealth Management, Inc.

Houston, TX

Claim This Profile
Current Employers
Gbm Wealth Management, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-04-10
  • TX RA
    APPROVED
    Since 2024-04-10

Branch Locations

2700 Post Oak Blvd Suite 1110, Houston, TX 77056 • 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
Gbm International, Inc. Houston TX 02/2022 Present
Grupo Bursatil Mexicano, Casa De Bolsa Sa De Cv Mexico City 06/2015 11/2022
Gbm Wealth Management, Inc. Houston TX 04/2024 Present
  • 02/2022 → Present
    Gbm International, Inc.
    Houston, TX
  • 06/2015 → 11/2022
    Grupo Bursatil Mexicano, Casa De Bolsa Sa De Cv
    Mexico City
  • 04/2024 → Present
    Gbm Wealth Management, Inc.
    Houston, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-04-07
S63 Uniform Securities Agent State Law Examination 2022-05-24
  • S65 Uniform Investment Adviser Law Examination
    2024-04-07
  • S63 Uniform Securities Agent State Law Examination
    2022-05-24

View on SEC IAPD

Other Firms

BRIDGE CAPITAL ADVISORS
TSA WEALTH MANAGEMENT
PEREA CAPITAL
TRI-STAR ADVISORS, INC.
HORNOR, TOWNSEND & KENT, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
LPL FINANCIAL LLC
MARINER INDEPENDENT

Other Investors

John Charles Robinson
CRYSTAL ALLISON MCKEON
AUSTIN GENTRY MARRS
JONATHAN HARRISON SWANBURG
WILLIAM THOMAS PAYNE
JON CARTER VAUGHAN
GREGORY JAMES KALLUS
Philip Chukwuezugo Onochie

Other Offices

BRIDGE CAPITAL ADVISORS · HOUSTON, TX
TSA WEALTH MANAGEMENT · HOUSTON, TX
PEREA CAPITAL · HOUSTON, TX
TRI-STAR ADVISORS, INC. · HOUSTON, TX
HORNOR, TOWNSEND & KENT, LLC · Houston, TX
AMERIPRISE FINANCIAL SERVICES, LLC · Houston, TX
LPL FINANCIAL LLC · HOUSTON, TX
MARINER INDEPENDENT · Houston, TX

More in Houston, TX

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor