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Advisor at STRATEGIC INVESTMENT SOLUTIONS, LLC
BLUFFTON, SC
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 |
|---|---|---|---|---|---|---|
| STRATEGIC INVESTMENT SOLUTIONS, LLC | State registered | Jan 3, 2022 | n/a | yes | BLUFFTON, SC | Current employment |
| LEXINGTON WEALTH MANAGEMENT, INC. | Former SEC adviser | Oct 23, 2009 | Apr 5, 2019 | no | LEXINGTON, MA|Essex, MA | Previous registration |
| ETHOS ADVISORY SERVICES, INC. | n/a | Jun 4, 2004 | Dec 31, 2009 | no | ESSEX, MA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| LEXINGTON WEALTH MANAGEMENT, INC. | STRATEGIC INVESTMENT SOLUTIONS, LLC | Apr 5, 2019 | Jan 3, 2022 | 1,004 | Firm change after gap | RIA to state RIA |
| ETHOS ADVISORY SERVICES, INC. | LEXINGTON WEALTH MANAGEMENT, INC. | Dec 31, 2009 | Oct 23, 2009 | -69 | Firm change after gap | Other |