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.

Current firm

FINANCIAL SERVICES GROUP

Current firm class

state registeredderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Jan 1, 1990earliest registration or exam on IAPD

Years in industry

36derivedfrom the industry start date

Years at current firm

26derivedfrom the current registration's begin date

Prior firms

2

Current registrations

2

Registered states

1

Designations

Certified Financial Planner

Exams

S63

First exam

Mar 4, 2005

First registration

Jul 8, 1997

Dual registered

no

Other names

ALEEA BELL

IAPD individual key

1424102

• Occurred

  Jul 1, 2026
  Advisor changed firm

  Aleea Madelyn Mcguire left Osaic Wealth, Inc. for Sandro Wealth Management Llc (registered 2026-09-02)

  Form ADVobserved 6 days ago
• Occurred

  Nov 3, 2023
  Advisor changed firm

  Aleea Madelyn Mcguire left Fsc Securities Corporation for Financial Services Group (registered 2000-03-27)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:6f53f972-e4b2-3160-10d0-803507c12b26

First observed

Jul 8, 1997

Last observed

Sep 15, 2026 6 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.