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RIA / WealthAdvisor10 years in industry

Ahmed Iri Monley

Advisor at STRATEGIC WEALTH MANAGEMENT LLC

LILLINGTON, NC

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Search this name across graphsid dfx:ria:7d6f1b98-e498-89f6-d9cc-00cd7e2dcefc

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 7:02 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 2
On other graphs: 0
Observed: Mar 2, 2020 to Sep 14, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: STRATEGIC WEALTH MANAGEMENT LLC
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: May 1, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Exams: S66
First exam: Feb 26, 2020
First registration: Mar 2, 2020
Dual registered: no
Other names: Ahmed Monley
IAPD individual key: 7182238

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
STRATEGIC WEALTH MANAGEMENT LLC	State registered	May 14, 2026	n/a	yes	LILLINGTON, NC	Current employment
VINTAGE WEALTH MANAGEMENT GROUP	State registered	Jun 26, 2024	Dec 5, 2024	no	CHARLOTTE, NC	Previous registration
CHARLES SCHWAB & CO., INC.	National bd RIA	Aug 9, 2021	Jan 8, 2024	no	Charlotte, NC	Previous registration
EDWARD JONES	National bd RIA	Mar 2, 2020	Mar 25, 2021	no	RALEIGH, NC\|ST LOUIS, MO\|Laurinburg, NC\|RALEIGH, NC	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
VINTAGE WEALTH MANAGEMENT GROUP	STRATEGIC WEALTH MANAGEMENT LLC	Dec 5, 2024	May 14, 2026	525	Firm change after gap	Other
CHARLES SCHWAB & CO., INC.	VINTAGE WEALTH MANAGEMENT GROUP	Jan 8, 2024	Jun 26, 2024	170	Firm change	Ibd to state RIA
EDWARD JONES	CHARLES SCHWAB & CO., INC.	Mar 25, 2021	Aug 9, 2021	137	Firm change	Ibd to ibd

Relationships

Registered with (4)

→ STRATEGIC WEALTH MANAGEMENT LLCRegistered adviserregistration: current employment
May 14, 2026 to presentfactForm ADV
→ VINTAGE WEALTH MANAGEMENT GROUPRegistered adviserregistration: previous registration
Jun 26, 2024 to Dec 5, 2024factForm ADV
→ CHARLES SCHWAB & CO., INC.Registered adviserregistration: previous registration
Aug 9, 2021 to Jan 8, 2024factForm ADV
→ EDWARD JONESRegistered adviserregistration: previous registration
Mar 2, 2020 to Mar 25, 2021factForm ADV

Dated events

Occurred
Dec 5, 2024
Advisor changed firm
Ahmed Iri Monley left Vintage Wealth Management Group for Strategic Wealth Management Llc (registered 2026-05-14)
Form ADVobserved 5 days ago
Occurred
Jan 8, 2024
Advisor changed firm
Ahmed Iri Monley left Charles Schwab & Co., Inc. for Vintage Wealth Management Group (registered 2024-06-26)
Form ADVobserved 5 days ago