Best Investors
Account
Sign in
Best Investors
Account
Sign in
North Richland Hills, TX • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2017-05-09 |
Branch Locations
North Richland Hills, TX • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Traveling Abroad Expatriate | Houston | TX | 05/2014 | 04/2017 |
| Navigo Wealth Management, Llc | Houston | TX | 04/2017 | Present |
| Rice University | Houston | TX | 04/2019 | Present |
1) Rice University, not investment-related, 6100 Main St. Houston, TX 77005, Nature of business/Position: Teaching Assistant, Start date: 04/22/99. Approximate # of hours/month: 3 hours per class for 7 weeks. Hours worked during securities trading hours-0.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-05-03 |
| S66 | Uniform Combined State Law Examination | 2004-12-17 |
Reach out to this advisor