Bobby Gomez is a registered investment advisor, based in Hutto, TX, with 19 years of industry experience.
Location
Hutto, TX
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Cnr Securities, LLC
January 2026 - Present · 3 mos
RBC Rochdale, LLC
January 2026 - Present · 3 mos
Cnr Securities, LLCBroker
January 2026 - Present · 3 mos
Previous Registrations
Kestra Investment Management, LLC.
January 2022 - February 2025 · 3 yrs 1 mo
Kestra Investment Services, LLCBroker
September 2021 - February 2025 · 3 yrs 5 mos
Kestra Advisory Services, LLC
September 2021 - January 2022 · 4 mos
Goldman Sachs & CO. LLCBroker
March 2021 - October 2021 · 7 mos
Goldman Sachs Personal Financial Management
May 2019 - October 2021 · 2 yrs 5 mos
J.P. Morgan Securities LLCBroker
October 2018 - May 2019 · 7 mos
Resolute Investment Distributors, INC.Broker
February 2018 - September 2018 · 7 mos
Foreside Fund Services, LLCBroker
January 2013 - February 2018 · 5 yrs 1 mo
Fidelity Investments Institutional Services Company, INC.Broker
November 2010 - January 2013 · 2 yrs 2 mos
Chase Investment Services CORP.
June 2009 - October 2010 · 1 yr 4 mos
Chase Investment Services CORP.Broker
June 2009 - October 2010 · 1 yr 4 mos
Banc of America Investment Services, INC.
January 2005 - January 2009 · 4 yrs
Banc of America Investment Services, INC.Broker
January 2005 - January 2009 · 4 yrs
State Registrations1 state
TX
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.