# ROBERT LOUIS TAKACS

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.

## Registration history (6)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [UNITY FINANCIAL PLANNING GROUP LLC](https://search.stillhousedata.com/firm/333889) | 2026-02-25 | present | Yes |
| [SB ADVISORY, LLC](https://search.stillhousedata.com/firm/154680) | 2022-09-19 | 2026-03-27 | — |
| [OPPENHEIMER & CO. INC.](https://search.stillhousedata.com/firm/249) | 2020-02-12 | 2022-09-23 | — |
| [MORGAN STANLEY SMITH BARNEY LLC](https://search.stillhousedata.com/firm/149777) | 2012-04-30 | 2020-01-15 | — |
| [TRUIST SECURITIES, INC.](https://search.stillhousedata.com/firm/6271) | 2005-10-25 | 2008-08-06 | — |
| [DEUTSCHE BANK SECURITIES INC.](https://search.stillhousedata.com/firm/2525) | 2003-11-18 | 2005-09-09 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/2954611)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/2954611.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.