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Michael Brian Wofsey

Financial & Tax Architects, LLC

Coeur D'ALene, ID

St. Louis, MO

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Current Employers
Financial & Tax Architects, Llc

12412 Powerscourt Drive Suite 25, St. Louis, MO 63131 • United States

Current Registrations

AuthorityCategoryStatusDate
ID RA APPROVED 2023-01-11
CT RA APPROVED 2020-09-14
  • ID RA
    APPROVED
    Since 2023-01-11
  • CT RA
    APPROVED
    Since 2020-09-14

Branch Locations

409 Coeur D'ALene Avenue Suite B, Coeur D'ALene, ID 83814 • United States

12412 Powerscourt Drive Suite 25, St. Louis, MO 63131 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Summer Associates, Inc. Stamford CT 03/2002 08/2020
Money Concepts Capital Corp Palm Beach Gardens FL 01/2013 08/2020
Financial & Tax Architects, Inc. St Louis MO 09/2020 Present
  • 03/2002 → 08/2020
    Summer Associates, Inc.
    Stamford, CT
  • 01/2013 → 08/2020
    Money Concepts Capital Corp
    Palm Beach Gardens, FL
  • 09/2020 → Present
    Financial & Tax Architects, Inc.
    St Louis, MO
Previous Registrations
Other Businesses

MICHAEL WOFSEY, INVESTMENT RELATED, INDEPENDENT INSURANCE AGENT SELLING LIFE, HEALTH AND ANNUITY PRODUCTS

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-07-08
S63 Uniform Securities Agent State Law Examination 2013-12-30
  • S65 Uniform Investment Adviser Law Examination
    2020-07-08
  • S63 Uniform Securities Agent State Law Examination
    2013-12-30

View on SEC IAPD

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