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Clifton Myers Financial Advisory CRD 132638
$2.20M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
208 W. Bagdad Ave Suite 5, Round Rock, TX 78664 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2004-10-21 |
Branch Locations
208 W. Bagdad Ave., Suite 5, Round Rock, TX 78664 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Clifton Myers Financial Advisory, Inc. | Round Rock | TX | 08/2004 | Present |
PROVIDES TAX PREPARATION SERVICES (NON-INVESTMENT RELATED). HE IS THE OWNER OF THE PRACTICE AND HAS BEEN DOING IT FOR OVER 14 YEARS. HE DEVOTES APPROXIMATELY 25 HOURS A WEEK TO IT DURING THE TAX SEASON OF FEB 1 TO APR 15. HE COMPLETES APPROXIMATELY 100 RETURNS A YEAR. HE ALSO IS AN OFFICER AND 50% OWNER IN THE COMPANY KALEIDOSCOPE TOYS, INC. HE HAS NO DUTIES OR ACTIVITY IN THIS COMPANY.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-07-25 |
| S63 | Uniform Securities Agent State Law Examination | 1994-01-06 |
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