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.

Current firm

STRATEGIC INVESTMENT SOLUTIONS, INC.

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 25, 2010earliest registration or exam on IAPD

Years in industry

16derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

1

Exams

S65|S63|S66

First exam

Mar 25, 2010

First registration

Oct 10, 2016

Dual registered

no

Other names

JAMES R VIKTORA|JAMES R VIKATOKA

IAPD individual key

5284023

• Occurred

  Mar 2, 2023
  Advisor changed firm

  James Robert Viktora left Merrill Lynch, Pierce, Fenner & Smith Incorporated for Strategic Investment Solutions, Inc. (registered 2026-09-11)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:edafc064-0747-43d4-8bcf-ab35959ce431

First observed

Oct 10, 2016

Last observed

Sep 14, 2026 7 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.