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Advisor at STRATEGY FINANCIAL GROUP
PHOENIX, AZ
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 |
|---|---|---|---|---|---|---|
| STRATEGY FINANCIAL GROUP | Independent wealth | Jun 12, 2023 | n/a | yes | PHOENIX, AZ | Current employment |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | Former SEC adviser | Jul 31, 2019 | May 16, 2023 | no | HENDERSON, NV | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | STRATEGY FINANCIAL GROUP | May 16, 2023 | Jun 12, 2023 | 27 | Firm change | Ibd to RIA |