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Advisor at OG ADVISORY GROUP, LLC
ROANOKE, VA
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 |
|---|---|---|---|---|---|---|
| OG ADVISORY GROUP, LLC | State registered | Nov 9, 2023 | n/a | yes | ROANOKE, VA | Current employment |
| COASTAL WEALTH ADVISORY SERVICES, LLC | State registered | Jun 15, 2020 | Nov 3, 2023 | no | LAKE MARY, FL|Roanoke, VA | Previous registration |
| TRIUMPH WEALTH ADVISORS, INC. | Former SEC adviser | Jan 28, 2020 | Jul 13, 2020 | no | Roanoke, VA|ACWORTH, GA | Previous registration |
| TRIUMPH WEALTH ADVISORS, INC. | Former SEC adviser | Jan 3, 2018 | Jun 20, 2019 | no | Salem, VA|ACWORTH, GA | Previous registration |
| CREATIVE FINANCIAL DESIGNS, INC. | Bd affiliated wealth | Jan 2, 2013 | Dec 31, 2017 | no | SALEM, VA|KOKOMO, IN | Previous registration |
| SIGNATOR INVESTORS, INC. | Former SEC adviser | Feb 24, 2006 | Jan 2, 2013 | no | ROANOKE, VA|ALPHARETTA, GA | Previous registration |
| ESI FINANCIAL ADVISORS | Independent wealth | Apr 6, 2000 | Jan 26, 2006 | no | ROANOKE, VA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| COASTAL WEALTH ADVISORY SERVICES, LLC | OG ADVISORY GROUP, LLC | Nov 3, 2023 | Nov 9, 2023 | 6 | Firm change | Other |
| TRIUMPH WEALTH ADVISORS, INC. | COASTAL WEALTH ADVISORY SERVICES, LLC | Jul 13, 2020 | Jun 15, 2020 | -28 | Firm change | RIA to state RIA |
| CREATIVE FINANCIAL DESIGNS, INC. | TRIUMPH WEALTH ADVISORS, INC. | Dec 31, 2017 | Jan 3, 2018 | 3 | Firm change | Other |
| SIGNATOR INVESTORS, INC. | CREATIVE FINANCIAL DESIGNS, INC. | Jan 2, 2013 | Jan 2, 2013 | 0 | Firm change | Other |
| ESI FINANCIAL ADVISORS | SIGNATOR INVESTORS, INC. | Jan 26, 2006 | Feb 24, 2006 | 29 | Firm change | Other |