← Tributary

EFP ADVISORS

JACKSON, MS · CRD 161249 · IAPD ↗ · 601-206-0006

$282.8MRegulatory AUM
3Advisory reps
4Employees
2Clients
101-250Planning clients
0Private funds
8States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
June 2024 — EFP ADVISORS (JACKSON, MS) left the SEC roster (was $282.8M RAUM, 3 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.