Gilbert Rodriguez is a registered investment advisor, based in Houston, TX, with 18 years of industry experience. Gilbert is also registered as a broker, so some compensation may come from commissions on products sold.
Location
2925 Richmond Avenue, Suite 1256, Houston, TX, 77098
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Regulatory History (1)
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Regulatory
February 2026Final
Employment History
Current Registrations
Snowden Capital Advisors LLC
July 2026 - Present · 3 mos
Snowden Account Services LLC
July 2026 - Present · 3 mos
Snowden Account Services LLCBroker
July 2026 - Present · 3 mos
Previous Registrations
Wells Fargo Advisors
December 2017 - June 2026 · 8 yrs 6 mos
Wells Fargo Clearing Services, LLCBroker
December 2017 - June 2026 · 8 yrs 6 mos
J.P. Morgan Securities LLC
January 2016 - January 2018 · 2 yrs
J.P. Morgan Securities LLCBroker
December 2015 - January 2018 · 2 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith Incorporated
June 2011 - December 2015 · 4 yrs 6 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
June 2011 - December 2015 · 4 yrs 6 mos
Edward Jones
March 2008 - June 2011 · 3 yrs 3 mos
Edward JonesBroker
February 2008 - June 2011 · 3 yrs 4 mos
State Registrations7 states
CAFLMNNMNYOHPA
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.
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