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Advisor at TAIBER, KOSMALA & ASSOCIATES, LLC
Dunedin, FL | CHICAGO, IL
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| TAIBER, KOSMALA & ASSOCIATES, LLC | Institutional manager | Jan 1, 2026 | n/a | yes | Dunedin, FL|CHICAGO, IL | Current employment |
| STRATEGIC PLANNING GROUP, INC. | Independent wealth | Nov 7, 2017 | Feb 12, 2020 | no | WELLESLEY, MA | Previous registration |
| AFFERENT INVESTMENTS, LLC | Former SEC adviser | Feb 9, 2016 | Mar 29, 2017 | no | Coppell, TX | Previous registration |
| VANN EQUITY MANAGEMENT LLC | Independent wealth | Sep 2, 2015 | Mar 29, 2017 | no | COPPELL, TX | Previous registration |
| COPPELL ADVISORY SOLUTIONS LLC | Independent wealth | Aug 13, 2012 | Sep 7, 2017 | no | TAMPA, FL|DALLAS, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| STRATEGIC PLANNING GROUP, INC. | TAIBER, KOSMALA & ASSOCIATES, LLC | Feb 12, 2020 | Jan 1, 2026 | 2,150 | Firm change after gap | RIA to RIA |
| COPPELL ADVISORY SOLUTIONS LLC | VANN EQUITY MANAGEMENT LLC | Sep 7, 2017 | Sep 2, 2015 | -736 | Firm change after gap | Other |
| VANN EQUITY MANAGEMENT LLC | AFFERENT INVESTMENTS, LLC | Mar 29, 2017 | Feb 9, 2016 | -414 | Firm change after gap | Other |
| AFFERENT INVESTMENTS, LLC | STRATEGIC PLANNING GROUP, INC. | Mar 29, 2017 | Nov 7, 2017 | 223 | Firm change | Other |