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Moises Garza Rodriguez

Nvest Advisors, LLC

Los Fresnos, TX

Colorado Springs, CO

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Current Employers
Nvest Advisors, Llc

6 S Tejon St Suite 519, Colorado Springs, CO 80903 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-09-23
  • TX RA
    APPROVED
    Since 2024-09-23

Branch Locations

Los Fresnos, TX • United States

6 S Tejon St Suite 519, Colorado Springs, CO 80903 • 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
OrganizationCityStateFromTo
Taso San Antonio TX 08/2013 11/2021
Brehm, Havel & Co San Antonio TX 10/2011 05/2023
Craig Nieschwietz & Associates Kennedy TX 01/2024 Present
Unemployed Los Fresnos TX 05/2023 01/2024
  • 08/2013 → 11/2021
    Taso
    San Antonio, TX
  • 10/2011 → 05/2023
    Brehm, Havel & Co
    San Antonio, TX
  • 01/2024 → Present
    Craig Nieschwietz & Associates
    Kennedy, TX
  • 05/2023 → 01/2024
    Unemployed
    Los Fresnos, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-09-21
  • S65 Uniform Investment Adviser Law Examination
    2024-09-21

View on SEC IAPD

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