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Current Employers
The Strategic Financial Alliance, Inc.

2200 Century Parkway Suite 500, Atlanta, GA 30345 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-01-01
  • CA RA
    APPROVED
    Since 2025-01-01

Branch Locations

1326 Castro Street, San Francisco, CA 94114 • United States

Larkspur, CA • United States

Disclosures

2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination Yes
Employment History
OrganizationCityStateFromTo
The Strategic Financial Alliance, Inc. Atlanta GA 10/2005 Present
Previous Registrations
  • 2003-05-14 → 2005-10-04
    A. G. Edwards & Sons, Inc.
    San Francisco, CA
Other Businesses

1. BEACON COLLEGE FUNDING SOLUTIONS, INC., NOT INVESTMENT SERVICES OR PRODUCT RELATED, 1326 CASTRO STREET SAN FRANCISCO CA 94114, FIND NEEDS BASED FINANCIAL AID FOR STUDENTS ENTERING COLLEGE AND ASSIST IN APPLICATION PROCESS, OWNER/SOLE PROPRIETOR,2007, APPROXIMATELY 30% OF TIME, 10% DURING TRADING, I ASSIST THE PARENTS OF STUDENTS WITH OBTAINING/APPLYING FOR NEED BASED FINANCIAL AID FROM THE FEDERAL GOVERNMENT, STATE GOVERNMENT, AND THE COLLEGE OF CHOICE. 2. CORRIGAN FINANCIAL INC., INVESTMENT RELATED, 1326 CASTRO STREET SAN FRANCISCO CA 94114, DBA FOR MARKETING FINANCIAL SERVICES AND FIXED INSURANCE PRODUCTS OFFERED TO CLIENTS, OWNER, 10/2006, 180 HOURS/MONTH, 150 DURING TRADING, PROVIDING FINANCIAL SERVICES AND PRODUCTS TROUGH SFA AND FIXED INSURANCE SALES AS NEEDED.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2003-05-12
  • S66 Uniform Combined State Law Examination
    2003-05-12
Designations

View on SEC IAPD

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