John Harold Havenar

Employer firm

Hurwitz Associates, Inc. CRD 133472

$74.8M regulatory AUM

Reported services (Item 5G)

Portfolio management (individuals)
Portfolio management (institutions)

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

Current Employers

Hurwitz Associates, Inc.

10101 Fondren Rd Suite 227, Houston, TX 77096 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2016-03-18

TX RA
APPROVED

Since 2016-03-18

Branch Locations

10101 Fondren Rd Suite 227, Houston, TX 77096 • 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

Organization	City	State	From	To
Hurwitz Associates Incorporated	Houston	TX	03/2016	Present

03/2016 → Present

Hurwitz Associates Incorporated

Houston, TX

Previous Registrations

2005-02-10 → 2016-03-07

Westpark Wealth Advisors, Inc.

Baytown, TX

Other Businesses

JOHN HAVENAR RENTS, NOT investment-related, PROPERTY MANAGER/OWNER, OWN & MANAGE RESIDENTIAL RENTAL PROPERTY, START DATE: 1992, 10 hours per month during none securities trading hours. DBA - THE CITIZEN CONFERENCE CENTER/JOHN HAVENAR INC., NOT investment-related, 401 W. TEXAS AVE., BAYTOWN, TX 77520, PRESIDENT, ADMINISTRATIVE DUTIES, PROPERTY MANAGEMENT, START DATE: 1/1992, 3 HRS/WK, NONE DURING BUSINESS HRS; HAVENAR RETIREMENT & FINANCIAL SERVICES, NOT investment-related, 10020 FM 2354, BAYTOWN, TX 77523, GROUP AND INDIVIDUAL HEALTH AND LIFE INSURANCE SALES, LIFE INSURANCE BROKER, OWNER, START DATE: 1984, 2 HRS/WK, ALL DURING TRADING HRS.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2005-02-07
S63	Uniform Securities Agent State Law Examination	1994-12-01

S66 Uniform Combined State Law Examination

2005-02-07
S63 Uniform Securities Agent State Law Examination

1994-12-01

View on SEC IAPD