RIA Intelligence
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S•••• W••• A••••••••
- Business email
- sarmstrong@sfg4you.comreportedsfg4you.comfirm site, Sep 17, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- S•••••••• E••••• P•••••••• L•• independent RIA currentsince Aug 14, 2023 · Columbus, Oh
- O•••• W•••••• I••• BD affiliated currentsince Nov 2, 2018 · Columbus, Oh
- S••••••• I••••••••• I••• formerFeb 9, 2011 to Nov 2, 2018 · Columbus, Oh
- S••••••• I••••••••• I••• to O•••• W•••••• I•••left Nov 2, 2018, registered Nov 2, 2018 (0 days) · corporate re-registration, not a move
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 39derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address