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David Terrance Anderson

Financial & Tax Architects, LLC

Chicago, IL

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Current Employers
Financial & Tax Architects, Llc

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

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2025-07-04
  • IL RA
    APPROVED
    Since 2025-07-04

Branch Locations

1415 W. 22Nd Street, Chicago, IL 60523 • 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
Financial & Tax Architects St. Louis MO 06/2025 Present
Butler Brothers Kansas City MO 04/2024 06/2025
Wolverine Trading Chicago IL 08/2021 04/2024
Umb Bank Kansas City MO 01/2021 08/2021
Butler Brothers Kansas City MO 07/2018 01/2021
State Street Kansas City MO 01/2017 07/2018
Unemployed Kansas City MO 06/2016 01/2017
  • 06/2025 → Present
    Financial & Tax Architects
    St. Louis, MO
  • 04/2024 → 06/2025
    Butler Brothers
    Kansas City, MO
  • 08/2021 → 04/2024
    Wolverine Trading
    Chicago, IL
  • 01/2021 → 08/2021
    Umb Bank
    Kansas City, MO
  • 07/2018 → 01/2021
    Butler Brothers
    Kansas City, MO
  • 01/2017 → 07/2018
    State Street
    Kansas City, MO
  • 06/2016 → 01/2017
    Unemployed
    Kansas City, MO
Other Businesses

Chicago Cubs (Professional Baseball Team) - Not Investment Related - Security Services - April 2025-Present - 10 Hours/Month (0 Hours During Trading Hours)

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-07-03
  • S65 Uniform Investment Adviser Law Examination
    2025-07-03

View on SEC IAPD

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