ROBERT LOUIS TAKACS is an investment adviser representative (IAR) with state registration records since 2003, appearing at 6 firms. Currently registered with UNITY FINANCIAL PLANNING GROUP LLC.
| Firm | From | To | Current |
|---|---|---|---|
| UNITY FINANCIAL PLANNING GROUP LLC | 2026-02-25 | present | Yes |
| SB ADVISORY, LLC | 2022-09-19 | 2026-03-27 | — |
| OPPENHEIMER & CO. INC. | 2020-02-12 | 2022-09-23 | — |
| MORGAN STANLEY SMITH BARNEY LLC | 2012-04-30 | 2020-01-15 | — |
| TRUIST SECURITIES, INC. | 2005-10-25 | 2008-08-06 | — |
| DEUTSCHE BANK SECURITIES INC. | 2003-11-18 | 2005-09-09 | — |