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EG

Eddy R. Gomar

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CRD#: 5265647
EG

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Eddy Rolando Gomar, who also goes by Eddy R. Gomar, was a registered financial professional .

Eddy is a previously registered financial professional and started their career in finance in 2007. Eddy had worked at 8 firms and has passed the Series 66, SIE, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Eddy R. Gomar

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

January 14, 2020 - December 31, 2020

UNIFORM WEALTH MANAGEMENT

RIA
CRD#: 291062
HOUSTON, TX
Past

January 8, 2018 - December 31, 2019

UNIFORM WEALTH MANAGEMENT

RIA
CRD#: 291062
HOUSTON, TX
Past

March 9, 2016 - October 18, 2017

ZT WEALTH ADVISORY

RIA
CRD#: 158972
HOUSTON, TX
Past

January 21, 2015 - January 26, 2016

EDELMAN FINANCIAL SERVICES, LLC

RIA
CRD#: 113299
HOUSTON, TX
Past

January 20, 2015 - January 26, 2016

SANDERS MORRIS LLC

BD
CRD#: 20580
HOUSTON, TX
Past

January 2, 2009 - January 13, 2015

USAA FINANCIAL PLANNING SERVICES

RIA
CRD#: 106352
NEW YORK, NY
Past

November 7, 2007 - December 31, 2008

USAA INVESTMENT SERVICES COMPANY

RIA
CRD#: 5475
SAN ANTONIO, TX
Past

November 7, 2007 - December 31, 2007

USAA INVESTMENT SERVICES COMPANY

BD
CRD#: 5475
SAN ANTONIO, TX
Past

November 7, 2007 - January 13, 2015

USAA FINANCIAL ADVISORS, INC.

BD
CRD#: 129035
NEW YORK, NY
Past

May 7, 2007 - October 10, 2007

EQUITABLE ADVISORS, LLC

RIA
CRD#: 6627
WOODLANDS, TX
Past

April 13, 2007 - October 10, 2007

EQUITABLE ADVISORS, LLC

BD
CRD#: 6627
WOODLANDS, TX

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 5/4/2007
Uniform Combined State Law Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 24
Date: 10/15/2010
General Securities Principal Examination

Current Firm


UW
UNIFORM WEALTH MANAGEMENT
UNIFORM WEALTH MANAGEMENT | UNIFORM WEALTH MANAGEMENT LLC

CRD#: 291062 / SEC#:

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Contact information


Main Address
2800 Post Oak Blvd Suite 4100, Houston, TX 77056
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents


Latest Form ADV

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


UNIFORM WEALTH MANAGEMENT

CRD#: 291062

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