Tomiko Reyelle Arthur

Employer firm

Sovereign Wealth Advisors LLC CRD 188524

$625M regulatory AUM 5 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2014 → 04/2017
  Kanaly Trust
  Houston, TX
• 05/2017 → 01/2019
  Mercer Global Advisors Inc.
  Houston, TX
• 05/2019 → 03/2021
  Robert W. Baird & Co. Incorporated
  Houston, TX
• 02/2019 → 04/2019
  Unemployed
  Houston, TX
• 03/2021 → 05/2021
  Mariner Wealth Advisors
  Houston, TX
• 05/2021 → Present
  Americana Partners, Llc
  Houston, TX

Previous Registrations

• 2021-05-18 → 2022-09-13
  Americana Partners, Llc
  Houston, TX
• 2021-04-07 → 2021-05-19
  Mariner
  Houston, TX
• 2019-05-09 → 2020-12-21
  Robert W. Baird & Co. Incorporated
  Houston - Memorial City, TX
• 2017-05-02 → 2019-02-01
  Mercer Global Advisors Inc.
  Houston, TX

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-05-01

Other Names

• Tomiko Reyelle Miller
• Tomiko Reyelle Arthur
• Tomiko R Arthur