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 INVESTMENT GROUP, LLC

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Jan 1, 1981earliest registration or exam on IAPD

Years in industry

45derivedfrom the industry start date

Years at current firm

4derivedfrom the current registration's begin date

Prior firms

3

Current registrations

1

Registered states

1

Exams

S65|S63

First exam

Aug 9, 1982

First registration

Jul 20, 2007

Dual registered

no

Other names

PHILLIS ANN SAX|PHILLIS ANN PILVINIS

IAPD individual key

1041839

• Occurred

  Jan 3, 2023
  Advisor changed firm

  Phillis Sax Pilvinis left Psp Financial Services Llc for Strategic Wealth Investment Group, Llc (registered 2022-04-26)

  Form ADVobserved 3 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:bc4787de-83a8-58a7-470e-aabe08a231a2

First observed

Jul 20, 2007

Last observed

Sep 14, 2026 4 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.