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Inactive

Roy Davidson Jones

Financial & Tax Architects, LLC

St. Louis, MO

Florence, SC

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Current Employers
Financial & Tax Architects, Llc

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

Current Registrations

AuthorityCategoryStatusDate
SC RA APPROVED 2024-09-12
  • SC RA
    APPROVED
    Since 2024-09-12

Branch Locations

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

2217 W Driftwood Ave, Florence, SC 29501 • 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
The Master'S Choice, Inc. Florence SC 04/2001 Present
Financial & Tax Architects, Llc Florence SC 08/2024 Present
Previous Registrations
  • 2008-03-05 → 2010-12-03
    Integrity Alliance, Llc.
    Florence, SC
    Urbandale, IA
    Florence, SC
    Florence, SC
    Florence, SC
  • 2005-09-02 → 2006-06-03
    Capital Financial Services, Inc.
    Raleigh, NC
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-09-06
S63 Uniform Securities Agent State Law Examination 2008-04-24
S66 Uniform Combined State Law Examination 2005-09-01
  • S65 Uniform Investment Adviser Law Examination
    2024-09-06
  • S63 Uniform Securities Agent State Law Examination
    2008-04-24
  • S66 Uniform Combined State Law Examination
    2005-09-01
Other Names
  • David Jones
  • Roy Davidson Jones, Jr.

View on SEC IAPD

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