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Advisor at STRATEGIC ASSET MANAGEMENT LLC.
IOWA CITY, IA
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 ASSET MANAGEMENT LLC. | Independent wealth | Oct 27, 2020 | n/a | yes | IOWA CITY, IA | Current employment |
| RDA FINANCIAL NETWORK | Independent wealth | Jan 26, 2011 | Nov 20, 2020 | no | CORALVILLE, IA | Previous registration |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | Bd affiliated wealth | Mar 28, 2005 | Jul 1, 2014 | no | CORALVILLE, IA | Previous registration |
| CAMBRIDGE INVESTMENT RESEARCH, INC. | n/a | Aug 20, 2001 | Mar 28, 2005 | no | CORALVILLE, IA|CORALVILLE, IA|CORALVILLE, IA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| RDA FINANCIAL NETWORK | STRATEGIC ASSET MANAGEMENT LLC. | Nov 20, 2020 | Oct 27, 2020 | -24 | Firm change | RIA to RIA |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | RDA FINANCIAL NETWORK | Jul 1, 2014 | Jan 26, 2011 | -1,252 | Firm change after gap | Other |
| CAMBRIDGE INVESTMENT RESEARCH, INC. | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | Mar 28, 2005 | Mar 28, 2005 | 0 | Bulk transfer | Other |