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Michael Patrick Rohrbacker

CRD# 5284096·Registered 2007 - 2013
Previously Registered: Being a previously registered professional could mean that Michael 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.

Professional Summary

Michael Patrick Rohrbacker was a registered financial advisor. Michael was a previously registered financial professional and started their career in finance 2007 - 2013. Michael had worked at 4 firms and has passed the Series 65, Series 63 and Series 6 exams.

At a Glance

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Fiduciary Standard

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Fee Structure

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Account Minimum

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Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

No current employment

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Years of Experience

19 years in the financial services industry

Current & Past Employments

DATATEX INVESTMENT SERVICES INC·CRD# 105440
RIA
Clayton, MO
January 19, 2012 - December 2, 2013
K. W. CHAMBERS & CO.·CRD# 1432
BD
Clayton, MO
January 19, 2012 - December 2, 2013
AMERITAS INVESTMENT COMPANY, LLC·CRD# 14869
RIA
St Louis, MO
September 5, 2008 - December 31, 2011
AMERITAS INVESTMENT COMPANY, LLC·CRD# 14869
BD
St Louis, MO
August 25, 2008 - December 31, 2011
FIRST COMMAND BROKERAGE SERVICES, INC.·CRD# 3641
RIA
St. Louis, MO
March 5, 2007 - July 10, 2008
FIRST COMMAND BROKERAGE SERVICES, INC.·CRD# 3641
BD
St. Louis, MO
February 15, 2007 - July 10, 2008

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Current Firm

DI
DATATEX INVESTMENT SERVICES INC

DATATEX INVESTMENT SERVICES INC

CRD#: 105440 / SEC#: 801-31747

Contact Information

Main Address

7800 Forsyth Blvd Fifth Floor, Clayton, MO 63105

Phone Number

(314) 236-2400

# 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 Accounts

140

AUM (Assets Under Management)

$38,985,400

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
This advisor is not registered in any state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Mar 2007About the Series 65 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Feb 2007About the Series 63 exam

Series 6 — Investment Company Products/Variable Contracts Representative Examination

Passed Feb 2007About the Series 6 exam

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CRS (Client Relationship Summary)

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

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