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MR

Michael P. Rohrbacker

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CRD#: 5284096
MR

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Michael Patrick Rohrbacker was a registered financial professional .

Michael is a previously registered financial professional and started their career in finance in 2007. Michael had worked at 4 firms and has passed the Series 65, Series 63 and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

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.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

January 19, 2012 - December 2, 2013

DATATEX INVESTMENT SERVICES INC

RIA
CRD#: 105440
CLAYTON, MO
Past

January 19, 2012 - December 2, 2013

K. W. CHAMBERS & CO.

BD
CRD#: 1432
CLAYTON, MO
Past

September 5, 2008 - December 31, 2011

AMERITAS INVESTMENT COMPANY, LLC

RIA
CRD#: 14869
ST LOUIS, MO
Past

August 25, 2008 - December 31, 2011

AMERITAS INVESTMENT COMPANY, LLC

BD
CRD#: 14869
ST LOUIS, MO
Past

March 5, 2007 - July 10, 2008

FIRST COMMAND BROKERAGE SERVICES, INC.

RIA
CRD#: 3641
ST. LOUIS, MO
Past

February 15, 2007 - July 10, 2008

FIRST COMMAND BROKERAGE SERVICES, INC.

BD
CRD#: 3641
ST. LOUIS, MO

State Registrations and Notice Filings


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

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 3/3/2007
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam

Current Firm


DI
DATATEX INVESTMENT SERVICES INC
DATATEX INVESTMENT SERVICES INC

CRD#: 105440 / SEC#: 801-31747

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Contact information


Main Address
7800 Forsyth Blvd Fifth Floor, Clayton, MO 63105
Mailing Address
Phone number
(314) 236-2400
Established
Firm type
Fiscal year end
# of Employees
25

Documents


Latest Form ADV

Part 2 Brochures

PART 2A OF FORM ADV: FIRM BROCHURE, DATATEX INVESTMENT SERVICES, INC. (3/28/2022)

Regulatory assets under management


Total Number of Accounts140
AUM (Assets Under Management)$ 38,985,400

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.

Company Information


DATATEX INVESTMENT SERVICES INC

CRD#: 105440

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