DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at STOCK PLAN ADVISORY GROUP LLC
ALEXANDRIA, 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 |
|---|---|---|---|---|---|---|
| STOCK PLAN ADVISORY GROUP LLC | State registered | Jun 3, 2021 | n/a | yes | ALEXANDRIA, VA | Current employment |
| VOYA FINANCIAL ADVISORS, INC. | Bd affiliated wealth | Dec 14, 2016 | Jun 2, 2021 | no | FORT MYERS, FL|Louisville, KY|Alexandria, VA|CHATTANOOGA, TN|NORTH, VA|Alexandria, VA | Previous registration |
| VOYA FINANCIAL ADVISORS, INC. | Bd affiliated wealth | Dec 22, 2014 | Nov 23, 2016 | no | VIENNA, VA | Previous registration |
| CUSO FINANCIAL SERVICES, L.P. | Former SEC adviser | Jul 31, 2012 | Nov 11, 2014 | no | SAN DIEGO, CA|ARLINGTON, VA|HANOVER, MD|ALEXANDRIA, VA|WASHINGTON, DC|ALEXANDRIA, VA | Previous registration |
| STRATEGIC ADVISERS LLC | National bd RIA | Sep 7, 2010 | Jul 2, 2012 | no | TYSONS CORNER, VA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| VOYA FINANCIAL ADVISORS, INC. | STOCK PLAN ADVISORY GROUP LLC | Jun 2, 2021 | Jun 3, 2021 | 1 | Firm change | Ibd to state RIA |
| CUSO FINANCIAL SERVICES, L.P. | VOYA FINANCIAL ADVISORS, INC. | Nov 11, 2014 | Dec 22, 2014 | 41 | Firm change | Other |
| STRATEGIC ADVISERS LLC | CUSO FINANCIAL SERVICES, L.P. | Jul 2, 2012 | Jul 31, 2012 | 29 | Firm change | Other |