CRD# 2390431
The Goff Financial Group
CRD# 5462249
Nxt:gen Financial Planning
CRD# 7438882
Worthwise Financial Partners
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Qhh Capital Management, LLC | Houston, TX | Oct 2020 - Current | 3 |
| Shift Forex, LLC | Houston, TX | Apr 2019 - Oct 2020 | 1 |
| Unemployed | Houston, TX | Sep 2018 - Mar 2019 | < 1 |
| United Capital Financial Advisers, LLC | Newport Beach, CA | Jun 2017 - Aug 2018 | 1 |
| Liberty Park Capital Management | Austin, TX | Jan 2017 - May 2017 | < 1 |
| University Of Texas At Austin | Austin, TX | Aug 2013 - May 2017 | 3 |
| Dell, Inc. | Roundrock, TX | Jun 2015 - Sep 2015 | < 1 |
| Liberty Park Capital Management | Austin, TX | Sep 2014 - May 2015 | < 1 |
| Metecs, LLC | Houston, TX | Jun 2014 - Aug 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Dec 2020 |
- TX
-
Total Assets Under Management3MILLIONS
-
Total Number of Accounts5ACCOUNTS
-
Average Account Value$664,792
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
TX
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