DS
David Scott Brooks
CRD 1920936
Has disclosures
Firms
| Firm | Role | As of |
|---|---|---|
| Financial & Tax Architects, Llc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Financial & Tax Architects, Llc
Chief Executive Officer · Less than 5% · Oct 2024
-
Financial & Tax Architects, Llc
Shareholder · 75% or more · Oct 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗