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Advisor at STRATEGIC WEALTH ADVISORS GROUP, INC.
New Vienna, OH | UTICA, MI
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 ADVISORS GROUP, INC. | Independent wealth | Dec 4, 2024 | n/a | yes | New Vienna, OH|UTICA, MI | Current employment |
| UNITED ADVISORS AMERICA | Independent wealth | Nov 7, 2008 | Sep 24, 2024 | no | PROSPER, TX|New Vienna, OH | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| UNITED ADVISORS AMERICA | STRATEGIC WEALTH ADVISORS GROUP, INC. | Sep 24, 2024 | Dec 4, 2024 | 71 | Firm change | RIA to RIA |