Brooke Hudson Naghavi

Employer firm

Corda Investment Management, LLC CRD 108046

$2.00B regulatory AUM 6 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2015 → 12/2016
  Fs2 Capital Partners, Llc
  Philadelphia, PA
• 01/2017 → 04/2018
  Frost Brokerage Services
  Houston, TX
• 04/2018 → Present
  Corda Investment Management, Llc
  Houston, TX

Other Businesses

I am the owner of a rental house located at 1736 Live Oak St, Houston, TX 77003. I began engaging in the activity described above on September 2016 and is investment related. I intend to spend approximately 0 hours per work devoted to this activity and of those hours, none will occur during trading hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-05-23
• S63 Uniform Securities Agent State Law Examination
  2010-03-15

Other Names

• Brooke Nicole Hudson
• Brooke N Hudson
• Brooke Hudson Naghavi