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Advisor at LANDING POINT FINANCIAL GROUP
AVON, OH
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 |
|---|---|---|---|---|---|---|
| LANDING POINT FINANCIAL GROUP | Independent wealth | Jan 9, 2025 | n/a | yes | AVON, OH | Current employment |
| TRUE WEALTH DESIGN, LLC | Independent wealth | Apr 6, 2023 | Jan 6, 2025 | no | AKRON, OH|BAY VILLAGE, OH | Previous registration |
| STRATEGIC INVESTMENT SOLUTIONS, INC. | Independent wealth | Feb 17, 2020 | May 16, 2023 | no | ORLAND PARK, IL|Westlake, OH | Previous registration |
| STRATOS WEALTH PARTNERS, LTD | Bd affiliated wealth | Sep 23, 2015 | Dec 31, 2019 | no | LORAIN, OH|AVON, OH|WESTLAKE, OH | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| TRUE WEALTH DESIGN, LLC | LANDING POINT FINANCIAL GROUP | Jan 6, 2025 | Jan 9, 2025 | 3 | Firm change | RIA to RIA |
| STRATEGIC INVESTMENT SOLUTIONS, INC. | TRUE WEALTH DESIGN, LLC | May 16, 2023 | Apr 6, 2023 | -40 | Firm change after gap | RIA to RIA |
| STRATOS WEALTH PARTNERS, LTD | STRATEGIC INVESTMENT SOLUTIONS, INC. | Dec 31, 2019 | Feb 17, 2020 | 48 | Firm change | RIA to RIA |