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Rachel Navon Kleinman

Burkholder Wealth Management

Houston, TX

Tulsa, OK

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Current Employers
Burkholder Wealth Management

5014 E 101St Street Suite 200, Tulsa, OK 74137 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-04-21
  • TX RA
    APPROVED
    Since 2026-04-21

Branch Locations

Houston, TX • United States

5014 E 101St Street Suite 200, Tulsa, OK 74137 • 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
Dimensional Fund Advisors Austin TX 08/2015 03/2022
Dimensional Fund Advisors Austin TX 12/2022 03/2026
Backflip Austin TX 03/2022 08/2022
Unemployed Austin TX 08/2022 12/2022
Signal Wealth Advisors (Dba Burk Holdings) Austin TX 04/2026 Present
  • 08/2015 → 03/2022
    Dimensional Fund Advisors
    Austin, TX
  • 12/2022 → 03/2026
    Dimensional Fund Advisors
    Austin, TX
  • 03/2022 → 08/2022
    Backflip
    Austin, TX
  • 08/2022 → 12/2022
    Unemployed
    Austin, TX
  • 04/2026 → Present
    Signal Wealth Advisors (Dba Burk Holdings)
    Austin, TX
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-11-22
  • S66 Uniform Combined State Law Examination
    2016-11-22
Designations
Other Names
  • Rachel Navon
  • Rachel Nicole Navon
  • Rachel Nicole Kleinman

View on SEC IAPD

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