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Advisor at FINANCIAL & TAX ARCHITECTS, LLC
ST. LOUIS, MO
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 |
|---|---|---|---|---|---|---|
| FINANCIAL & TAX ARCHITECTS, LLC | Independent wealth | Nov 1, 2016 | n/a | yes | ST. LOUIS, MO | Current employment |
| WILBANKS SECURITIES ADVISORY | Former SEC adviser | Mar 2, 2009 | Nov 16, 2009 | no | OKLAHOMA CITY, OK | Previous registration |
| GORDON C HAAVE ASSOCIATES, LLC | n/a | Jul 5, 2007 | Sep 23, 2008 | no | OKLAHOMA CITY, OK | Previous registration |
| INVESTRUST CONSULTING, LLC | Independent wealth | May 9, 2005 | Oct 26, 2007 | no | OKLAHOMA CITY, OK | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| WILBANKS SECURITIES ADVISORY | FINANCIAL & TAX ARCHITECTS, LLC | Nov 16, 2009 | Nov 1, 2016 | 2,542 | Firm change after gap | Other |
| GORDON C HAAVE ASSOCIATES, LLC | WILBANKS SECURITIES ADVISORY | Sep 23, 2008 | Mar 2, 2009 | 160 | Firm change | Other |
| INVESTRUST CONSULTING, LLC | GORDON C HAAVE ASSOCIATES, LLC | Oct 26, 2007 | Jul 5, 2007 | -113 | Firm change after gap | Other |