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

STRATEGAS ASSET MANAGEMENT, LLC

Current firm class

asset managerderived

Book size

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

Industry start

Mar 24, 1997earliest registration or exam on IAPD

Years in industry

29derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Exams

S63|S65

First exam

Mar 24, 1997

First registration

May 13, 2014

Dual registered

yes, broker-dealer

Other names

JIM MARTIN

IAPD individual key

2710373

• Occurred

  Oct 21, 2024
  Advisor changed firm

  James Patrick Martin left Robert W. Baird & Co. Incorporated for Strategas Asset Management, Llc (registered 2024-10-15)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:7a674bb2-f3f2-7ff9-a7a0-06994567e80c

First observed

May 13, 2014

Last observed

Sep 14, 2026 7 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.