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Advisor at STRATEGIC WEALTH INVESTMENT GROUP, LLC
Peoria, AZ | 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 | Jun 24, 2022 | n/a | yes | LOUISVILLE, KY|Peoria, AZ | Current employment |
| PSP FINANCIAL SERVICES LLC | n/a | Jul 17, 2019 | Jan 3, 2023 | no | PEORIA, AZ | Previous registration |
| PSP FINANCIAL SERVICES LLC | n/a | Jul 2, 2018 | Mar 26, 2019 | no | PEORIA, AZ | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| PSP FINANCIAL SERVICES LLC | STRATEGIC WEALTH INVESTMENT GROUP, LLC | Jan 3, 2023 | Jun 24, 2022 | -193 | Firm change after gap | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 155894:165474:AZ:2023-01-03 | Jan 3, 2023 | Jun 24, 2022 | PEORIA, AZ | Firm change after gap |