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5465 Legacy Drive Suite 650, Plano, TX 75024 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2004-11-22 |
Branch Locations
5700 Granite Parkway Suite 200, Plano, TX 75024 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| David A. Boden Cpa, Llp | Plano | TX | 09/1985 | Present |
| Intelliwealth Financial Advisors, Ltd | Plano | TX | 09/1999 | Present |
DAVID A. BODEN CPA, LLP. 5700 GRANITE PARKWAY, SUITE 200, PLANO, TX 75024, INVESTMENT RELATED, ACCOUNTING, TAX, AND FINANCIAL CONSULTING, SEPTEMBER 1984 - PRESENT, FULL-TIME,. DB&RF PROPERTIES LP, REAL ESTATE INVESTMENTS. GWM FAMILY LP & GWM LEGACY LP, PARTNER, INVESTMENT RELATED. BODEN DESC TRUST, TRUSTEE, INVESTMENT RELATED. PRODUCER AND OWNER.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1990-04-17 |
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