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Advisor at KEENER FINANCIAL PLANNING
KELLER, TX | Durham, NC
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 |
|---|---|---|---|---|---|---|
| KEENER FINANCIAL PLANNING | Independent wealth | Oct 26, 2022 | n/a | yes | Durham, NC|KELLER, TX | Current employment |
| WOODWARD FINANCIAL ADVISORS, INC. | Independent wealth | Apr 20, 2020 | Dec 21, 2022 | no | CHAPEL HILL, NC | Previous registration |
| MAROTTA WEALTH MANAGEMENT, INC. | Independent wealth | Aug 3, 2018 | Jan 13, 2020 | no | CHARLOTTESVILLE, VA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| WOODWARD FINANCIAL ADVISORS, INC. | KEENER FINANCIAL PLANNING | Dec 21, 2022 | Oct 26, 2022 | -56 | Firm change after gap | RIA to RIA |
| MAROTTA WEALTH MANAGEMENT, INC. | WOODWARD FINANCIAL ADVISORS, INC. | Jan 13, 2020 | Apr 20, 2020 | 98 | Firm change | RIA to RIA |