Richard Lynn Havard

Current Employers

Employment History

• 03/2004 → Present
  Navigation Financial Group
  Plano, TX
• 01/2005 → Present
  Fox College Funding
  San Diego, CA
• 05/2006 → Present
  Odyssey One Source
  Dallas, TX
• 01/2007 → Present
  The National Association Of Financial & Estate Planning (Nafep)
  Salt Lake City, UT
• 11/2007 → 10/2017
  Invest Financial Corp.
  Tampa, FL
• 10/2017 → 03/2020
  Dominion Portfolio Management, Inc.
  Horseshoe Bay, TX
• 10/2017 → 07/2023
  Dominion Investor Services, Inc.
  Horseshoe Bay, TX
• 03/2022 → 10/2023
  Gqo Investment Advisors, Inc.
  Horseshoe Bay, TX
• 06/2023 → Present
  Calton & Associates, Inc.
  Marble Falls, TX

Previous Registrations

• 2022-03-26 → 2023-10-24
  Gqo Investment Advisors, Inc.
  Prosper, TX
• 2017-12-01 → 2020-04-01
  Dominion Portfolio Management, Inc.
  Prosper, TX
  Tampa, FL
• 2007-11-07 → 2017-10-23
  Invest Financial Corporation
  Mineola, TX
  Hawkins, TX
  Quitman, TX
  Lindale, TX
  Appleton, WI
  Prosper, TX
• 2002-04-29 → 2007-11-08
  Securities America Advisors, Inc.
  Dallas, TX
  Frisco, TX

Other Businesses

1. LICENSED LIFE/HEALTH AGENT, TEXAS, PROVIDING FIXED INSURANCE PRODUCTS THROUGH SAFE MONEY DFW; 2. INDEPENDENT AGENT, RICHARD HAVARD, 20 HOURS PER MONTH DURING TRADING, 03/1/2002; OWNER, YOUR DIGITAL PITCH: DBA JUST ADD PROSPECTS, DIGITAL MARKETING CONSULTING AND DEVELOPMENT OF CUSTOM APPLICATIONS AND PROGRAMS FOR SEO, PAID ADVERTISING, LEAD GENERATION AND SALES AUTOMATION; 3. HAPPY TRAILS HIDEOUT INTERESTS, LLC, MANAGER, HOLDING COMPANY FOR SHORT-TERM VACATION RENTALS. OWNED BY MY PARENT'S LIVING TRUST. OWNERSHIP, RENTAL, AND SALES OF SHORT TERM RENTAL PROPERTIES, 03-03-2022, UPDATE 03-21-2023, REV TAX GROUP FRANCHISE- PAY, PROTECT, PROTEST TEXAS PROPERTY TAXES, TAX LENDING AND DISPUTE, REAL ESTATE INVESTING, REHAB, FLIP, LENDING; 4. HAVARD FINANCIAL GROUP, INVESTMENT RELATED, 1600 STILLHOUSE HOLLOW DR, PROSPER, TX 75078, DBA FOR MY FINANCIAL SERVICES BUSINESS, OWNER/SOLE PROPRIETOR, START DATE 04/25/2015, 160 HOURS/MONTH, 130 HOURS DURING SECURTIES TRADING HOURS, REGISTERED REP & IAR BUSINESS. 5. Snug, Inc; Non-investment related; Address: 1644 Platte St, Ste 400, Denver, CO 80218; Nature: Assistance in preparation of estate planning documents; Position/Title/Relationship: Agent; Start Date: 10/15/2025; Hours/month: 16; Hour/month during securities trading hours: 16; Duties: Consulting in the use of technology to formulate wills, trusts, and power documents and in the safe keeping of documents in the event of incapacity or death.

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-09-30
• S63 Uniform Securities Agent State Law Examination
  1994-03-15

Other Names

• Rick Havard