Dave Anthony Boothe

Employer firm

Falcon Wealth Planning, Inc. CRD 174092

$1.96B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2018 → 11/2019
  Ameriprise Financial Services, Inc.
  Las Vegas, NV
• 10/2017 → 05/2018
  Northwestern Mutual
  Las Vegas, NV
• 02/2017 → 12/2017
  Unlv Campus Life Business Office
  Las Vegas, NV
• 05/2014 → 07/2017
  University Of Nevada Las Vegas
  Las Vegas, NV
• 08/2013 → 05/2018
  University Of Nevada - Las Vegas
  Las Vegas, NV
• 12/2019 → 10/2022
  Charles Schwab And Co., Inc.
  Las Vegas, NV
• 11/2022 → 04/2026
  Tiaa-Cref Individual & Institutional Services, Llc
  Las Vegas, NV
• 11/2022 → 04/2026
  Tiaa-Cref Individual & Institutional Services, Llc
  Las Vegas, NV
• 05/2026 → Present
  Falcon Wealth Planning, Inc.
  Ontario, CA

Previous Registrations

• 2022-12-21 → 2026-04-23
  Tiaa-Cref Individual & Institutional Services, Llc
  Las Vegas, NV
  Las Vegas, NV
• 2019-12-20 → 2022-11-18
  Charles Schwab & Co., Inc.
  Henderson, NV
  Las Vegas, NV
  Las Vegas, NV
• 2018-09-11 → 2019-11-21
  Ameriprise Financial Services, Llc
  Las Vegas, NV

Exams

• S66 Uniform Combined State Law Examination
  2018-08-01

Designations

• Certified Financial Planner

Other Names

• Dave Anthony Boothe
• Dave Anthony Boothe
• Dave Anthony Boothe
• Dave Boothe