Steven Werner Novak

Current Employers

Employment History

• 03/2019 → 03/2021
  Morgan Stanley
  Washington, DC
• 01/2019 → 03/2019
  Unemployed
  Washington, DC
• 12/2006 → 12/2018
  The Blum Firm, Pc
  Dallas, TX
• 04/2021 → 03/2023
  Rgt Wealth Advisors, Llc
  Dallas, TX
• 01/2022 → 07/2023
  Cipw Service Company, Llc
  Toronto, Ontario
• 11/2022 → Present
  Corient
  Dallas, TX
• 07/2023 → Present
  Corient Services Llc
  Miami, FL

Previous Registrations

• 2021-05-07 → 2023-03-31
  Rgt Wealth Advisors
  Dallas, TX

Other Businesses

Name of Business: University of Kansas Investment-related: No Address: KU School of Law, Green Hall, 1535 West 15th Street, Lawrence, Kansas 66045 Nature of Business: Education Position: Guest Lecturer / Adjunct Professor Start date: August 30, 2024 Hours/Month: 8 Hours/Month During Security Trading Hours: 8 Duties: Guest Lecturer / Adjunct Instructor for a fall 2024 joint law school/business school course on estate planning for future CFP / personal financial planning professionals, taught through a partnership between the law school and business school at the University of Kansas. This would involve teaching for two hours on one day per week for 14 weeks in the fall of 2024.

Exams

• S66 Uniform Combined State Law Examination
  2019-06-26