Joseph Richard Birkofer

Current Employers

Employment History

• 07/2018 → 10/2021
  Birkofer Consulting, Llc
  Houston, TX
• 01/2004 → Present
  Rice University Cfp Program
  Houston, TX
• 02/2024 → Present
  Onedigital Investment Advisors Llc
  Overland Park, KS
• 11/1999 → 01/2021
  Legacy Asset Securities, Inc.
  Houston, TX
• 09/1998 → 08/2024
  Legacy Asset Management, Inc.
  Houston, TX

Previous Registrations

• 1998-08-19 → 2024-08-28
  Legacy Asset Management, Inc.
  Houston, TX
• 1998-08-19 → 2016-12-31
  Legacy Asset Management, Inc.
  Houston, TX

Other Businesses

1. INSTRUCTOR AT RICE UNIVERSITY, CFP PROGRAM; PASSIVE: NO; NON INVESTMENT-RELATED ACTIVITY AND TAX EXEMPT: YES; ACTIVITY WHERE RR IS PROPRIETOR, PARTNER, OFFICER, DIRECTOR, EMPLOYEE, TRUSTEE, AGENT, OR OTHERWISE: N/A; IS THE BUSINESS ACTIVITY INVESTMENT RELATED: NO; ADDRESS: 10100 MAIN STREET HOUSTON, TEXAS 77005; NATURE OF BUSINESS: CONTINUING EDUCATION; POSITION: INSTRUCTOR;START DATE OF RELATIONSHIP: 2000; APPROXIMATE NUMBER OF HRS/MONTH DEVOTED:10; NUMBER OF HOURS DURING SECURITIES TRADING HOURS: 0; DUTIES: INSTRUCTING CANDIDATES SITTING FOR CFP BOARD MEMBER. 2. SEABROOK SAILING CLUB; NOT INVESTMENT RELATED; 1010 TODVILLE ROAD, SEABROOK TX 77586; COMMODORE; 02/2026; 2 HRS/MONTH; 0 HRS/MONTH DEVOTED DURING SECURITIES TRADING HOURS; COMMODORE FOR THE BOARD OF GOVERNORS OF SEABROOK SAILING CLUB, GALVESTON BAY'S OLDEST CENTERBOARD SAILING CLUB.

Exams

• S65 Uniform Investment Adviser Law Examination
  1996-01-22
• S63 Uniform Securities Agent State Law Examination
  1994-10-07

Designations

Other Names

• Joe Birkofer
• Joseph Birkofer
• Joseph R Birkofer