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Advisor at STRATEGIC WEALTH INVESTMENT GROUP, LLC
LOUISVILLE, KY | Tampa, FL
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 | Oct 16, 2025 | n/a | yes | Tampa, FL|LOUISVILLE, KY | Current employment |
| PRUCO SECURITIES, LLC | No RAUM reported | Nov 9, 2016 | Dec 10, 2024 | no | NEWARK, NJ|Newark, NJ|NEWARK, NJ|Fort Myers, FL|NEWARK, NJ | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| PRUCO SECURITIES, LLC | STRATEGIC WEALTH INVESTMENT GROUP, LLC | Dec 10, 2024 | Oct 16, 2025 | 310 | Firm change | Other |