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RIA / WealthAdvisor21 years in industry

KERI ANN ALCOS

Advisor at STRATEGIC INCOME GROUP LLC

Peoria, AZ | CHANDLER, AZ

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Search this name across graphsid dfx:ria:e55b355b-6430-3007-dede-db68c40d572b

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 2:35 AM UTC and rebuilt at most every 15 minutes.

Relationships: 11
Dated events: 0
On other graphs: 0
Observed: Jun 5, 2006 to Sep 15, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: STRATEGIC INCOME GROUP LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Mar 2, 2005earliest registration or exam on IAPD
Years in industry: 21derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 10
Current registrations: 1
Registered states: 1
Exams: S65|S63
First exam: Mar 2, 2005
First registration: Jun 5, 2006
Dual registered: no
Other names: KERI ANN LAWSON
IAPD individual key: 4280235

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
STRATEGIC INCOME GROUP LLC	Independent wealth	Sep 27, 2022	n/a	yes	CHANDLER, AZ\|Peoria, AZ	Current employment
THEMONEYMD.COM, LLC	Former SEC adviser	Jun 20, 2018	Feb 9, 2021	no	Peoria, AZ	Previous registration
KINGDOM FINANCIAL GROUP, LLC	Independent wealth	Sep 7, 2016	Aug 18, 2017	no	PEORIA, AZ	Previous registration
SCHWAB WEALTH ADVISORY, INC.	No RAUM reported	Mar 16, 2015	May 20, 2016	no	PHOENIX, AZ	Previous registration
CHARLES SCHWAB & CO., INC.	National bd RIA	Feb 23, 2015	May 20, 2016	no	Phoenix, AZ	Previous registration
ONEAMERICA SECURITIES, INC.	Bd affiliated wealth	Jun 12, 2014	Jan 29, 2015	no	Scottsdale, AZ	Previous registration
USAA FINANCIAL PLANNING SERVICES	Former SEC adviser	Feb 16, 2010	Mar 13, 2014	no	PHOENIX, AZ	Previous registration
MORGAN STANLEY	Wirehouse	Jun 1, 2009	Feb 4, 2010	no	SCOTTSDALE, AZ	Previous registration
CITIGROUP GLOBAL MARKETS INC.	Bd affiliated wealth	May 17, 2007	Jun 1, 2009	no	SCOTTSDALE, AZ	Previous registration
HARTFORD INVESTMENT FINANCIAL SERVICES, LLC	Former SEC adviser	Aug 16, 2006	Apr 28, 2007	no	SCOTTSDALE, AZ\|WAYNE, PA	Previous registration
MORGAN STANLEY DW INC.	n/a	Jun 5, 2006	Jul 20, 2006	no	SCOTTSDALE, AZ\|SCOTTSDALE, AZ\|PHOENIX, AZ	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
THEMONEYMD.COM, LLC	STRATEGIC INCOME GROUP LLC	Feb 9, 2021	Sep 27, 2022	595	Firm change after gap	Other
KINGDOM FINANCIAL GROUP, LLC	THEMONEYMD.COM, LLC	Aug 18, 2017	Jun 20, 2018	306	Firm change	RIA to new firm
CHARLES SCHWAB & CO., INC.	SCHWAB WEALTH ADVISORY, INC.	May 20, 2016	Mar 16, 2015	-431	Channel change	Other
SCHWAB WEALTH ADVISORY, INC.	KINGDOM FINANCIAL GROUP, LLC	May 20, 2016	Sep 7, 2016	110	Firm change	Other
ONEAMERICA SECURITIES, INC.	CHARLES SCHWAB & CO., INC.	Jan 29, 2015	Feb 23, 2015	25	Firm change	Other
USAA FINANCIAL PLANNING SERVICES	ONEAMERICA SECURITIES, INC.	Mar 13, 2014	Jun 12, 2014	91	Firm change	Other
MORGAN STANLEY	USAA FINANCIAL PLANNING SERVICES	Feb 4, 2010	Feb 16, 2010	12	Firm change	Wirehouse to new firm
CITIGROUP GLOBAL MARKETS INC.	MORGAN STANLEY	Jun 1, 2009	Jun 1, 2009	0	Bulk transfer	Other
HARTFORD INVESTMENT FINANCIAL SERVICES, LLC	CITIGROUP GLOBAL MARKETS INC.	Apr 28, 2007	May 17, 2007	19	Firm change	Other
MORGAN STANLEY DW INC.	HARTFORD INVESTMENT FINANCIAL SERVICES, LLC	Jul 20, 2006	Aug 16, 2006	27	Firm change	Other

Relationships

Registered with (11)

→ STRATEGIC INCOME GROUP LLCRegistered adviserregistration: current employment
Sep 27, 2022 to presentfactForm ADV
→ THEMONEYMD.COM, LLCRegistered adviserregistration: previous registration
Jun 20, 2018 to Feb 9, 2021factForm ADV
→ KINGDOM FINANCIAL GROUP, LLCRegistered adviserregistration: previous registration
Sep 7, 2016 to Aug 18, 2017factForm ADV
→ SCHWAB WEALTH ADVISORY, INC.Registered adviserregistration: previous registration
Mar 16, 2015 to May 20, 2016factForm ADV
→ CHARLES SCHWAB & CO., INC.Registered adviserregistration: previous registration
Feb 23, 2015 to May 20, 2016factForm ADV
→ ONEAMERICA SECURITIES, INC.Registered adviserregistration: previous registration
Jun 12, 2014 to Jan 29, 2015factForm ADV
→ USAA FINANCIAL PLANNING SERVICESRegistered adviserregistration: previous registration
Feb 16, 2010 to Mar 13, 2014factForm ADV
→ MORGAN STANLEYRegistered adviserregistration: previous registration
Jun 1, 2009 to Feb 4, 2010factForm ADV
→ CITIGROUP GLOBAL MARKETS INC.Registered adviserregistration: previous registration
May 17, 2007 to Jun 1, 2009factForm ADV
→ HARTFORD INVESTMENT FINANCIAL SERVICES, LLCRegistered adviserregistration: previous registration
Aug 16, 2006 to Apr 28, 2007factForm ADV
→ MORGAN STANLEY DW INC.Registered adviserregistration: previous registration
Jun 5, 2006 to Jul 20, 2006factForm ADV

Dated events

No dated event names this entity yet.