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Current Employers
Strategic Wealth Investment Group, Llc

500 N. Hurtsbourne Parkway Suite 120, Louisville, KY 40222 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2024-09-06
TX RA APPROVED 2022-09-13
  • FL RA
    APPROVED
    Since 2024-09-06
  • TX RA
    APPROVED
    Since 2022-09-13

Branch Locations

500 N. Hurtsbourne Parkway Suite 120, Louisville, KY 40222 • United States

3030 N Rocky Point Drive Suite 100, Tampa, FL 33607 • 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
Securian Financial Services Inc Saint Paul MN 06/2021 08/2022
Minnesota Life Insurance Company Saint Paul MN 06/2021 08/2022
Renaissance Financial Corp St. Louis MO 06/2021 08/2022
Lou Fusz Automotive St. Louis MO 05/2020 08/2020
Clayton Valet Parking Clayton MO 05/2019 08/2019
Meadowbrook Country Club Ballwin MO 05/2018 08/2018
University Of Mississippi Oxford MS 08/2020 04/2021
University Of Mississippi Oxford MS 08/2019 05/2020
University Of Mississippi Oxford MS 08/2018 05/2019
University Of Mississippi Oxford MS 05/2017 05/2018
Chaminade College Preparatory St. Louis MO 08/2016 05/2017
Strategic Wealth Designers Dallas TX 08/2022 Present
  • 06/2021 → 08/2022
    Securian Financial Services Inc
    Saint Paul, MN
  • 06/2021 → 08/2022
    Minnesota Life Insurance Company
    Saint Paul, MN
  • 06/2021 → 08/2022
    Renaissance Financial Corp
    St. Louis, MO
  • 05/2020 → 08/2020
    Lou Fusz Automotive
    St. Louis, MO
  • 05/2019 → 08/2019
    Clayton Valet Parking
    Clayton, MO
  • 05/2018 → 08/2018
    Meadowbrook Country Club
    Ballwin, MO
  • 08/2020 → 04/2021
    University Of Mississippi
    Oxford, MS
  • 08/2019 → 05/2020
    University Of Mississippi
    Oxford, MS
  • 08/2018 → 05/2019
    University Of Mississippi
    Oxford, MS
  • 05/2017 → 05/2018
    University Of Mississippi
    Oxford, MS
  • 08/2016 → 05/2017
    Chaminade College Preparatory
    St. Louis, MO
  • 08/2022 → Present
    Strategic Wealth Designers
    Dallas, TX
Previous Registrations
  • 2021-09-07 → 2022-08-10
    Securian Financial Services, Inc.
    St. Louis, MO
Other Businesses

RF BROKERAGE POSITION: Agent/Broker NATURE: Fixed Insurance Sales INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 07/22/2021, Ednded 8/2022 ADDRESS: 5700 Oakland Ave, Suite 400, St Louis MO 63110, United States DESCRIPTION: Other: Group RFC advisors place health insurance coverage for individuals and entities through RF Brokerage. CO-OP INSURANCE AGENCY POSITION: Agent/Broker NATURE: Fixed Insurance Sales INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 07/22/2021 ADDRESS: 12250 El Camino Real, Suite 160, San Diego CA 92130, United States DESCRIPTION: RFC advisors use Co-Op Insurance services to obtain underwriting for difficult cases. ST. JUDE CHILDREN'S RESEARCH HOSPITAL POSITION: Volunteer NATURE: Volunteer/Community Outreach INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 04/01/2022 ADDRESS: 680 Craig Rd, St. Louis MO 63141, United States DESCRIPTION: I am organizing a third-party event that will raise money for St. Jude. I will not gain any money through the event, all proceeds will go directly to St. Jude. YOUNG FRIENDS OF KIDS BOARD POSITION: Member NATURE: Volunteer/Community Outreach INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 04/01/2022 ADDRESS: 16 Sunnen Dr, Str. Louis MO 63143, United States DESCRIPTION: I am apart of the Friends of Kids Young Board where I create and organize events to raise money for the charity.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-08-19
  • S66 Uniform Combined State Law Examination
    2021-08-19

View on SEC IAPD

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