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Advisor at ARCWOOD FINANCIAL, LLC
PHOENIX, AZ
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 |
|---|---|---|---|---|---|---|
| ARCWOOD FINANCIAL, LLC | Institutional manager | Oct 17, 2024 | n/a | yes | PHOENIX, AZ | Current employment |
| STRATEGY FINANCIAL GROUP | Independent wealth | Jun 2, 2016 | Aug 20, 2024 | no | Phoenix, AZ|PHOENIX, AZ | Previous registration |
| CHARLES SCHWAB & CO., INC. | National bd RIA | Apr 12, 2011 | Mar 11, 2016 | no | PHOENIX, AZ|Phoenix, AZ|Phoenix, AZ|Phoenix, AZ | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| STRATEGY FINANCIAL GROUP | ARCWOOD FINANCIAL, LLC | Aug 20, 2024 | Oct 17, 2024 | 58 | Firm change | Other |
| CHARLES SCHWAB & CO., INC. | STRATEGY FINANCIAL GROUP | Mar 11, 2016 | Jun 2, 2016 | 83 | Firm change | Ibd to RIA |