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

THE STRATEGIC FINANCIAL ALLIANCE

Current firm class

broker-dealer affiliated wealth managerderived

Book size

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

Industry start

Jul 30, 1998earliest registration or exam on IAPD

Years in industry

28derivedfrom the industry start date

Years at current firm

3derivedfrom the current registration's begin date

Prior firms

3

Current registrations

1

Registered states

2

Exams

S66

First exam

Jul 30, 1998

First registration

Jan 11, 2008

Dual registered

yes, broker-dealer

IAPD individual key

2725055

• Occurred

  Oct 27, 2022
  Advisor changed firm

  David William Trende left American Portfolios Advisors, Inc for The Strategic Financial Alliance (registered 2022-10-26)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:cced8a15-9fcf-a121-5760-5bb482957d80

First observed

Jan 11, 2008

Last observed

Sep 15, 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.