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Current Employers
Financial & Tax Architects, Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-04-24
  • TX RA
    APPROVED
    Since 2026-04-24

Branch Locations

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

Leander, TX • 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, Llc Saint Louis MO 12/2025 Present
Heil Wealth Management San Diego CA 11/2016 12/2022
Cliftonlarsonallen Austin TX 12/2022 05/2023
Platform Accounting Group (Pag) Austin TX 05/2023 04/2024
Baldridge Financial Leander TX 04/2024 07/2024
Cst Group Cpa's And Business Advisors Leander TX 09/2024 02/2025
Unemployed San Diego CA 06/2016 09/2016
Kurth Tax & Planning Pllc Leander TX 02/2025 Present
  • 12/2025 → Present
    Saint Louis, MO
  • 11/2016 → 12/2022
    Heil Wealth Management
    San Diego, CA
  • 12/2022 → 05/2023
    Cliftonlarsonallen
    Austin, TX
  • 05/2023 → 04/2024
    Platform Accounting Group (Pag)
    Austin, TX
  • 04/2024 → 07/2024
    Baldridge Financial
    Leander, TX
  • 09/2024 → 02/2025
    Cst Group Cpa's And Business Advisors
    Leander, TX
  • 06/2016 → 09/2016
    Unemployed
    San Diego, CA
  • 02/2025 → Present
    Kurth Tax & Planning Pllc
    Leander, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-02-05
  • S65 Uniform Investment Adviser Law Examination
    2022-02-05
Designations

View on SEC IAPD

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