ALAN KEITH GOLDFARB is an investment adviser representative (IAR) with state registration records since 2001, appearing at 7 firms. Currently registered with NOVAK & POWELL FINANCIAL SERVICES, INC..
| Firm | From | To | Current |
|---|---|---|---|
| NOVAK & POWELL FINANCIAL SERVICES, INC. | 2022-08-05 | present | Yes |
| XO WEALTH MANAGEMENT | 2022-06-03 | 2022-09-07 | — |
| APELLA CAPITAL, LLC | 2020-01-15 | 2021-11-30 | — |
| BACON FINANCIAL MANAGEMENT, INC DBA FINANCIAL STRATEGIES GROUP | 2014-11-05 | 2020-01-27 | — |
| CONCERT WEALTH MANAGEMENT | 2012-11-30 | 2015-07-01 | — |
| BACON FINANCIAL MANAGEMENT, INC DBA FINANCIAL STRATEGIES GROUP | 2007-02-21 | 2020-12-18 | — |
| WEAVER WEALTH MANAGEMENT | 2001-12-21 | 2012-12-21 | — |
| FINANCIAL STRATEGIES ADVISORY CORPORATION | 2001-02-26 | 2003-12-31 | — |