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Debbie Strauss Byerly

Strategent Financial, LLC

Harrisonburg, VA

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Current Employers
Strategent Financial, Llc

185 Neff Avenue Suite 102, Harrisonburg, VA 22801 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2024-05-08
VA RA APPROVED 2024-05-07
  • TX RA
    APPROVED_RES
    Since 2024-05-08
  • VA RA
    APPROVED
    Since 2024-05-07

Branch Locations

185 Neff Avenue Suite 102, Harrisonburg, VA 22801 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Sentara Healthcare Harrisonburg VA 09/2019 Present
Byerly Wealth Management Mt. Solon VA 01/2007 03/2021
Capitol Family Office, Inc. Beaverton OR 03/2021 05/2024
Strategent Financial, Llc Harrisonburg VA 05/2024 Present
Previous Registrations
Other Businesses

1) Group Fitness Instructor; Sentara Wellness Center Harrisonburg, VA; not investment related; started Sept. 2019; approximately 5 hours per month outside securities trading hours. 2) Committee Member; Town of Bridgewater, Virginia - Industrial Development Authority (IDA); Investment Related: Yes; Location: 201 Green Street Bridgewater, VA 22812; Description of the business: The Industrial Development Authority (IDA) consists of 7 Town residents that help evaluate industrial development projects and opportunities. The committee has the authority to issue bonds, make loans, and purchase real estate to promote economic development. The bonds issued generate a small amount of revenue, which is used to fund capital projects around town. The Committee typically meets twice a year. Start date 2021-01-01; Hours devoted to business outside trading hours: approximately 1 hour per month

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-05-12
  • S65 Uniform Investment Adviser Law Examination
    2021-05-12
Other Names
  • Debbie Maria Strauss
  • Debbie M Strauss
  • Debbie S Byerly

View on SEC IAPD

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