STEPHEN GOALEN is an investment adviser representative (IAR) with state registration records since 2011, appearing at 5 firms. Currently registered with GOALEN CAPITAL ADVISORS, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| GOALEN CAPITAL ADVISORS, LLC | 2021-03-16 | present | Yes |
| MERIT WEALTH MANAGEMENT, LLC | 2019-10-25 | 2021-03-15 | — |
| AXION WEALTH LLC | 2017-10-27 | 2018-02-06 | — |
| GOALEN FINANCIAL ADVISORS | 2017-09-08 | 2019-12-31 | — |
| JACOBSEN CAPITAL MANAGEMENT | 2011-01-10 | 2019-10-01 | — |