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

STRATEGIC WEALTH SOLUTIONS 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

Oct 7, 2004earliest registration or exam on IAPD

Years in industry

21derivedfrom the industry start date

Years at current firm

4derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

2

Exams

S63|S65

First exam

Oct 7, 2004

First registration

Nov 7, 2006

Dual registered

no

IAPD individual key

4853505

• Occurred

  Jan 24, 2022
  Advisor changed firm

  Michael Jason Dopazo left Invst, Llc for Strategic Wealth Solutions Llc (registered 2021-10-01)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:9c0c8a14-2032-e27b-8c39-a160cb6ebe4b

First observed

Nov 7, 2006

Last observed

Sep 14, 2026 5 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.