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Advisor at LBMC INVESTMENT ADVISORS, LLC
BRENTWOOD, TN
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 |
|---|---|---|---|---|---|---|
| LBMC INVESTMENT ADVISORS, LLC | Independent wealth | Jan 1, 2026 | n/a | yes | BRENTWOOD, TN | Current employment |
| STRATEGIC WEALTH MANAGEMENT GROUP, LLC | n/a | Sep 27, 2007 | Jan 29, 2009 | no | BRANDON, MS | Previous registration |
| AVANTAX ADVISORY SERVICES | Former SEC adviser | Mar 6, 2007 | Sep 6, 2007 | no | KINGSTON, TN | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| STRATEGIC WEALTH MANAGEMENT GROUP, LLC | LBMC INVESTMENT ADVISORS, LLC | Jan 29, 2009 | Jan 1, 2026 | 6,181 | Firm change after gap | Other |
| AVANTAX ADVISORY SERVICES | STRATEGIC WEALTH MANAGEMENT GROUP, LLC | Sep 6, 2007 | Sep 27, 2007 | 21 | Firm change | Other |