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Advisor at STRATEGIC WEALTH GROUP
EDEN PRAIRIE, MN
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 GROUP | Independent wealth | Aug 4, 2017 | n/a | yes | EDEN PRAIRIE, MN | Current employment |
| CETERA ADVISORS LLC | Former SEC adviser | Jun 2, 2014 | Jul 26, 2017 | no | GREENWOOD VILLAGE, CO|GREENWOOD VILLAGE, IL|SCHAUMBURG, IL|GREENWOOD VILLAGE, CO | Previous registration |
| WOODBURY FINANCIAL SERVICES, INC. | Former SEC adviser | Jan 27, 2014 | May 30, 2014 | no | OAKDALE, MN | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CETERA ADVISORS LLC | STRATEGIC WEALTH GROUP | Jul 26, 2017 | Aug 4, 2017 | 9 | Firm change | Other |
| WOODBURY FINANCIAL SERVICES, INC. | CETERA ADVISORS LLC | May 30, 2014 | Jun 2, 2014 | 3 | Firm change | Other |