David A. Boden

INTELLIWEALTH FINANCIAL ADVISORS, LTD

Plano, TX 75024

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CRD#: 2028263

Professional summary

David Albert Boden, CFP® is a registered financial advisor currently at INTELLIWEALTH FINANCIAL ADVISORS, LTD located in Plano, Texas.

David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1990. David has worked at 5 firms and has passed the Series 63, Series 7, Series 62 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David Albert Boden's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 1990

Experience

Current

November 22, 2004 - Present

INTELLIWEALTH FINANCIAL ADVISORS, LTD

Office #1: 5700 Granite Parkway Suite 200, Plano, TX 75024

RIA

CRD#: 132594

Plano, TX

Past

March 24, 1999 - October 5, 2004

NATIONS FINANCIAL GROUP, INC.

RIA

CRD#: 44181

DALLAS, TX

Past

March 22, 1999 - October 5, 2004

NATIONS FINANCIAL GROUP, INC.

CRD#: 44181

CEDAR RAPIDS, IA

Past

November 9, 1992 - February 2, 1999

1ST GLOBAL CAPITAL CORP.

CRD#: 30349

DALLAS, TX

Past

January 3, 1991 - November 9, 1992

AVANTAX INVESTMENT SERVICES, INC.

CRD#: 13686

DALLAS, TX

Past

April 19, 1990 - January 11, 1991

PFS INVESTMENTS INC.

CRD#: 10111

DULUTH, GA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Texas
(11/22/2004)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 4/17/1990

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 10/16/1995

General Securities Representative Examination

General Industry/Product Exam

Series 62

Date: 12/13/1994

Corporate Securities Limited Representative Examination

General Industry/Product Exam

Series 6

Date: 4/18/1990

Investment Company Products/Variable Contracts Representative Examination

Current Firm

INTELLIWEALTH FINANCIAL ADVISORS, LTD

BDA FINANCIAL ADVISORY SERVICES, LTD. | INTELLIWEALTH FINANCIAL ADVISORS, LTD. | INTELLIWEALTH FINANCIAL ADVISORS, LTD

CRD#: 132594 / SEC#:

Texas

Registered Investment Advisory firm - (11/22/2004 Approved)

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Contact information

Main Address

5465 Legacy Drive Suite 650, Plano, TX 75024

Mailing Address

Phone number

(972) 731-2683

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	78
AUM (Assets Under Management)	$ 17,000,000

Exempt reporting advisers

Exempt Reporting Advisers ("ERA") are investment advisers that are not required to register as investment advisers because they rely on certain exemptions from registration under sections 203(l) and 203(m) of the Investment Advisers Act of 1940 and related rules. Certain state securities regulatory authorities have similar exemptions based on state statutes or regulations. An ERA is required to file a report using Form ADV, but does not complete all items contained in Form ADV that a registered adviser must complete. Other state securities regulatory authorities require an ERA to register as an investment adviser and file a complete Form ADV. Below are the regulators with which an ERA report is filed.

SEC / JURISDICTION	REPORTING STATUS	EFFECTIVE DATE
North Carolina	ERA - Withdrawn	9/19/2019

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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David A. Boden

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David Albert Boden's CRS (Customer Relationship Summary).

Certified licenses

Experience

NATIONS FINANCIAL GROUP, INC.

NATIONS FINANCIAL GROUP, INC.

1ST GLOBAL CAPITAL CORP.

AVANTAX INVESTMENT SERVICES, INC.

PFS INVESTMENTS INC.

State Registrations and Notice Filings

Exams

Series 63

Date: 4/17/1990

Series 7

Date: 10/16/1995

Series 62

Date: 12/13/1994

Series 6

Date: 4/18/1990

Current Firm

INTELLIWEALTH FINANCIAL ADVISORS, LTD

Contact information

Documents

Regulatory assets under management

Exempt reporting advisers

Red Flags

Company Information

INTELLIWEALTH FINANCIAL ADVISORS, LTD

TRUST BUT VERIFY

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