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Abigail O'QUinn Caldwell

Strata Wealth Advisors, LLC

Dallas, TX

Krum, TX

CRD 6668291

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Employer firm

Strata Wealth Advisors, LLC CRD 285973

$886M regulatory AUM 1 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting

From the firm’s Form ADV. Read the guides:

Current Employers
Strata Wealth Advisors, Llc

8750 N. Central Expressway Suite 1875, Dallas, TX 75231 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2021-03-03
  • TX RA
    APPROVED
    Since 2021-03-03

Branch Locations

8750 N. Central Expressway Suite 1875, Dallas, TX 75231 • United States

Krum, TX • 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
Strata Wealth Advisors, Llc Dallas TX 04/2020 Present
Carter Financial Management Dallas TX 06/2018 03/2020
Texas A&M University College Station TX 08/2014 05/2018
  • 04/2020 → Present
    Strata Wealth Advisors, Llc
    Dallas, TX
  • 06/2018 → 03/2020
    Carter Financial Management
    Dallas, TX
  • 08/2014 → 05/2018
    Texas A&M University
    College Station, TX
Designations
  • Certified Financial Planner
Other Names
  • Abigail Oquinn Davis
  • Abigail O'QUinn Davis

View on SEC IAPD

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