Best Investors Account Sign in
Inactive

Joshua John Kocher

Moveup Financial LLC

Austin, TX

Claim This Profile
Current Employers
Moveup Financial Llc

Austin, TX • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2020-12-19
  • TX RA
    APPROVED
    Since 2020-12-19

Branch Locations

Austin, TX • 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
Afam Capital Austin TX 05/2016 12/2017
Innealta Capital Austin TX 01/2018 12/2021
Moveup Financial Llc Austin TX 07/2020 Present
  • 05/2016 → 12/2017
    Afam Capital
    Austin, TX
  • 01/2018 → 12/2021
    Innealta Capital
    Austin, TX
  • 07/2020 → Present
    Austin, TX
Other Businesses

UNIVERSITY OF TEXAS; NON-INVESTMENT RELATED; AUSTIN, TX; LECTURER; SPENDS APPROX. 20-25 HRS/WEEK, 1 HR DURING MARKET HOURS; LECTURER IN THE FINANCE DEPT FOR AN INTRO INTO BUSINESS COURSE. TEXAS MCCOMBS INVESTMENT ADVISERS; INVESTMENT RELATED; AUSTIN, TX; CHIEF EXECUTIVE OFFICER; SPENDS APPROX. 2O HRS/WEEK DURING TRADING; GUIDE, MENTOR, AMANGE AND SUPERVISE THE STUDENT PARTICIPANTS.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-01-31
S63 Uniform Securities Agent State Law Examination 2009-09-01
  • S65 Uniform Investment Adviser Law Examination
    2020-01-31
  • S63 Uniform Securities Agent State Law Examination
    2009-09-01

View on SEC IAPD

More in Austin, TX

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor