Warren B. Covert

GLOBAL FIDUCIARY PARTNERS

DALLAS, TX 75208

CRD#: 8079455

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Professional summary

Warren Bernhard Covert, who also goes by Wouter Hogers, is a registered financial advisor currently at GLOBAL FIDUCIARY PARTNERS located in Dallas, Texas.

Warren is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Warren has worked at 1 firm and has passed the Series 65 exam.

At a Glance

Always Fiduciary

Aliases

Wouter Hogers

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Warren Bernhard Covert's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

July 8, 2025 - Present

GLOBAL FIDUCIARY PARTNERS

Office #1: 539 W. Commerce St #1042, Dallas, TX 75208

RIA

CRD#: 336409

DALLAS, TX

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Texas
(7/8/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 3/28/2025

Uniform Investment Adviser Law Examination

Current Firm

GLOBAL FIDUCIARY PARTNERS

GLOBAL FIDUCIARY PARTNERS | GLOBAL FIDUCIARY PARTNERS LLC

CRD#: 336409 / SEC#: 801-132821

RIA

Registered Investment Advisory firm - (4/22/2025 Terminated)

Texas

Registered Investment Advisory firm - (7/8/2025 Approved)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

539 W. Commerce St #1042, Dallas, TX 75208

Mailing Address

Phone number

(214) 609-4027

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	1
AUM (Assets Under Management)	$ 53,610

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Warren B. Covert

Professional summary

At a Glance

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Warren Bernhard Covert's CRS (Customer Relationship Summary).

Certified licenses

Experience

GLOBAL FIDUCIARY PARTNERS

State Registrations and Notice Filings

Exams

Series 65

Date: 3/28/2025

Current Firm

GLOBAL FIDUCIARY PARTNERS

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

GLOBAL FIDUCIARY PARTNERS

TRUST BUT VERIFY

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