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Advisor at STRATEGIC WEALTH INVESTMENT GROUP, LLC
LOUISVILLE, KY
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 WEALTH INVESTMENT GROUP, LLC | Independent wealth | Sep 11, 2026 | n/a | yes | LOUISVILLE, KY | Current employment |
| EDWARD JONES | National bd RIA | Oct 4, 2023 | Oct 30, 2025 | no | Jeffersonville, IN|ST. LOUIS, MO|JEFFERSONVILLE, IN | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| EDWARD JONES | STRATEGIC WEALTH INVESTMENT GROUP, LLC | Oct 30, 2025 | Sep 11, 2026 | 316 | Firm change | Ibd to RIA |