Jose Roberto Macouzet appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. Jose Roberto Macouzet appears on 2 filing roles across Form ADV (2).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| 2025-11-21 | Form ADV | GBM WEALTH MANAGEMENT, INC. | CHIEF EXECUTIVE OFFICER | HOUSTON, TX |
| — | Form ADV | PORTAFOLIO ADVISORY SOLUTIONS LLC | CHIEF EXECUTIVE OFFICER | HOUSTON, TX |