Dwr Financial Services/turney Tax — Independence, OH
Marketing Brand6611 Rockside Rd Ste 205 Independence, OH 44131-2344. BBB accredited business ... DWR Financial Services/Turney Tax is a Tax Preparation and Financial Planning ... Operating under TA-CHECK FINANCIAL LTD. (CRD #122953).
Why This Matters
A marketing brand is the name a financial advisor uses with clients. It is often different from the SEC-registered firm that is legally responsible for their conduct and your money.
When you search for “Dwr Financial Services/turney Tax,” you won't find it on the SEC or FINRA websites. That's because the regulatory entity is TA-CHECK FINANCIAL LTD.. Any disclosures, complaints, or regulatory actions are filed under the firm — not the brand.
Source: SEC Form ADV filings and FINRA BrokerCheck
The Relationship
TA-CHECK FINANCIAL LTD.
CRD 122953 · IA
Brand Information
Inherited Transparency Score
Marketing brands inherit the transparency score of their registered parent firm. This score is not specific to Dwr Financial Services/turney Tax — it reflects the regulatory profile of TA-CHECK FINANCIAL LTD..
What This Means
The firm behind this brand has average transparency. Some areas of their regulatory filings could be more detailed. Consider reviewing the full firm profile.
This places them in the 2th percentile of all scored firms.
This firm's disclosure quality is in the industry's middle range. The full firm profile shows exactly which filings could say more.
See full score breakdownRegulatory Context
Regulatory oversight is under TA-CHECK FINANCIAL LTD.
Any complaints, disclosures, or disciplinary actions are filed against the registered firm — not the marketing brand. Always check the firm's record, not just the brand name.
1 of 2 firm advisors use this brand
TA-CHECK FINANCIAL LTD. has 2 total registered advisors. Only 1 operates under the Dwr Financial Services/turney Tax brand name.
Verify before you trust
A polished brand name doesn't guarantee quality advice. Check the firm's full regulatory profile and each advisor's individual score before making decisions.
Advisors Under This Brand(1)
These advisors use the Dwr Financial Services/turney Tax brand name with their clients. Each has their own individual transparency score based on their personal regulatory record.