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Advisor at FINANCIAL STRATEGIES GROUP
FARGO, ND
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| FINANCIAL STRATEGIES GROUP | Independent wealth | Jul 5, 2006 | n/a | yes | FARGO, ND | Current employment |
| SECURE ASSET MANAGEMENT, L.L.C. | Independent wealth | Feb 7, 2024 | Jan 22, 2026 | no | Fargo, ND | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| SECURE ASSET MANAGEMENT, L.L.C. | n/a | Jan 22, 2026 | n/a | n/a | Departure no registered destination | Departure |