# ALAN KEITH GOLDFARB

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..

## Registration history (8)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [NOVAK & POWELL FINANCIAL SERVICES, INC.](https://search.stillhousedata.com/firm/112970) | 2022-08-05 | present | Yes |
| [XO WEALTH MANAGEMENT](https://search.stillhousedata.com/firm/281767) | 2022-06-03 | 2022-09-07 | — |
| [APELLA CAPITAL, LLC](https://search.stillhousedata.com/firm/171106) | 2020-01-15 | 2021-11-30 | — |
| [BACON FINANCIAL MANAGEMENT, INC DBA FINANCIAL STRATEGIES GROUP](https://search.stillhousedata.com/firm/142605) | 2014-11-05 | 2020-01-27 | — |
| [CONCERT WEALTH MANAGEMENT](https://search.stillhousedata.com/firm/141253) | 2012-11-30 | 2015-07-01 | — |
| [BACON FINANCIAL MANAGEMENT, INC DBA FINANCIAL STRATEGIES GROUP](https://search.stillhousedata.com/firm/142605) | 2007-02-21 | 2020-12-18 | — |
| [WEAVER WEALTH MANAGEMENT](https://search.stillhousedata.com/firm/115150) | 2001-12-21 | 2012-12-21 | — |
| [FINANCIAL STRATEGIES ADVISORY CORPORATION](https://search.stillhousedata.com/firm/114851) | 2001-02-26 | 2003-12-31 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/224200)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/224200.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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