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Advisor at SOUND FINANCIAL STRATEGIES GROUP, LLC
MADISON, MS
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 |
|---|---|---|---|---|---|---|
| SOUND FINANCIAL STRATEGIES GROUP, LLC | Independent wealth | Aug 1, 2022 | n/a | yes | MADISON, MS | Current employment |
| NEW PERSPECTIVES, INC. | Independent wealth | May 26, 2022 | Jul 15, 2022 | no | RIDGELAND, MS | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| NEW PERSPECTIVES, INC. | SOUND FINANCIAL STRATEGIES GROUP, LLC | Jul 15, 2022 | Aug 1, 2022 | 17 | Firm change | RIA to RIA |