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.

Current firm

TAUB INVESTMENT PLANNING SERVICES LLC

Current firm class

state registeredderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Oct 1, 2015earliest registration or exam on IAPD

Years in industry

10derivedfrom the industry start date

Years at current firm

3derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

1

Exams

S65|S63

First exam

Aug 29, 2016

First registration

Jul 12, 2023

Dual registered

no

Other names

Matthew Adam Taub

IAPD individual key

6561641

• Occurred

  Feb 11, 2026
  Advisor changed firm

  Matthew Adam Taub left Mdrn Capital for Taub Investment Planning Services Llc (registered 2023-07-21)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:78e92f2a-d920-f042-3a17-a2da7c4e9789

First observed

Jul 12, 2023

Last observed

Sep 14, 2026 6 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.