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RIA / WealthAdvisorCertified Financial Planner|Chartered Financial Analyst10 years in industry

Gregory Taylor Goff

Advisor at GOEPPER BURKHARDT LLC

GREENVILLE, SC

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Search this name across graphsid dfx:ria:aab1afd3-1637-720c-5863-ac18252f9934

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 11:30 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 3
On other graphs: 0
Observed: Jan 31, 2019 to Sep 14, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: GOEPPER BURKHARDT LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jun 1, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 4
Designations: Certified Financial Planner|Chartered Financial Analyst
Exams: S63|S66
First exam: Jun 21, 2016
First registration: Jan 31, 2019
Dual registered: no
IAPD individual key: 6655881

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
GOEPPER BURKHARDT LLC	Independent wealth	Feb 26, 2025	n/a	yes	GREENVILLE, SC	Current employment
FIDUCIARY ORGANIZATION, LLC	State registered	Sep 26, 2024	Jan 14, 2025	no	GREENVILLE, SC	Previous registration
SOUND WEALTH MANAGEMENT	n/a	May 26, 2022	Mar 4, 2025	no	GREENVILLE, SC	Previous registration
PRUCO SECURITIES, LLC	No RAUM reported	Jan 31, 2019	May 23, 2022	no	CHARLOTTE, NC\|CHARLOTTE, NC\|Matthews, NC	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
SOUND WEALTH MANAGEMENT	FIDUCIARY ORGANIZATION, LLC	Mar 4, 2025	Sep 26, 2024	-159	Firm change after gap	Other
FIDUCIARY ORGANIZATION, LLC	GOEPPER BURKHARDT LLC	Jan 14, 2025	Feb 26, 2025	43	Firm change	Other
PRUCO SECURITIES, LLC	SOUND WEALTH MANAGEMENT	May 23, 2022	May 26, 2022	3	Firm change	Other

Relationships

Registered with (4)

→ GOEPPER BURKHARDT LLCRegistered adviserregistration: current employment
Feb 26, 2025 to presentfactForm ADV
→ SOUND WEALTH MANAGEMENTRegistered adviserregistration: previous registration
May 26, 2022 to Mar 4, 2025factForm ADV
→ FIDUCIARY ORGANIZATION, LLCRegistered adviserregistration: previous registration
Sep 26, 2024 to Jan 14, 2025factForm ADV
→ PRUCO SECURITIES, LLCRegistered adviserregistration: previous registration
Jan 31, 2019 to May 23, 2022factForm ADV

Dated events

Occurred
Mar 4, 2025
Advisor changed firm
Gregory Taylor Goff left Sound Wealth Management for Fiduciary Organization, Llc (registered 2024-09-26)
Form ADVobserved 6 days ago
Occurred
Jan 14, 2025
Advisor changed firm
Gregory Taylor Goff left Fiduciary Organization, Llc for Goepper Burkhardt Llc (registered 2025-02-26)
Form ADVobserved 6 days ago
Occurred
May 23, 2022
Advisor changed firm
Gregory Taylor Goff left Pruco Securities, Llc for Sound Wealth Management (registered 2022-05-26)
Form ADVobserved 6 days ago