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Advisor at FINANCIAL STRATEGIES GROUP, INC
Okemos, MI
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, INC | Independent wealth | Sep 7, 2017 | n/a | yes | Okemos, MI | Current employment |
| EAGLE STRATEGIES LLC | Bd affiliated wealth | Mar 22, 2013 | Sep 6, 2017 | no | OKEMOS, MI | Previous registration |
| EDWARD JONES | National bd RIA | Oct 2, 2012 | Nov 5, 2012 | no | LUDINGTON, MI|ST LOUIS, MO | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| EAGLE STRATEGIES LLC | FINANCIAL STRATEGIES GROUP, INC | Sep 6, 2017 | Sep 7, 2017 | 1 | Firm change | Other |
| EDWARD JONES | EAGLE STRATEGIES LLC | Nov 5, 2012 | Mar 22, 2013 | 137 | Firm change | Other |