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Advisor at STRATEGIC WEALTH INVESTMENT GROUP, LLC
Vienna, VA | LOUISVILLE, KY
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 INVESTMENT GROUP, LLC | Independent wealth | Feb 8, 2024 | n/a | yes | Vienna, VA|LOUISVILLE, KY | Current employment |
| PARK AVENUE SECURITIES LLC | Bd affiliated wealth | Oct 29, 2021 | Feb 15, 2024 | no | WALL, NJ | Previous registration |
| CADARET GRANT & CO INC | Former SEC adviser | Jun 18, 2020 | Oct 26, 2021 | no | Little Silver, NJ | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| PARK AVENUE SECURITIES LLC | STRATEGIC WEALTH INVESTMENT GROUP, LLC | Feb 15, 2024 | Feb 8, 2024 | -7 | Firm change | Ibd to RIA |
| CADARET GRANT & CO INC | PARK AVENUE SECURITIES LLC | Oct 26, 2021 | Oct 29, 2021 | 3 | Firm change | Ibd to ibd |