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8 Pleasant St 2B, South Natick, MA 01760 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-01-06 |
| TX | RA | APPROVED_RES | 2025-10-28 |
| MA | RA | APPROVED | 2025-08-26 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Asset Strategy Advisors Llc | Natick | MA | 10/2020 | 06/2025 |
| Unemployed | Natick | MA | 04/2020 | 10/2020 |
| Wagsalot Llc | Holliston | MA | 09/2016 | 03/2020 |
| Rcx Capital Group, Llc | The Woodlands | TX | 02/2022 | 12/2022 |
| Concorde Investment Services, Llc | Natick | MA | 01/2023 | 09/2025 |
| Strategic Wealth Management | South Natick | MA | 06/2025 | Present |
| Concorde Asset Management, Llc | Natick | MA | 06/2025 | 09/2025 |
| Swagsalot Design | Holliston | MA | 03/2015 | 04/2019 |
| Dai Securities Llc | Atlanta | GA | 09/2025 | Present |
1) Strategic Wealth Management, LLC; Investment related; South Natick, MA; Registered Investment Advisor; Manager and Investment Advisor Representative; June 2025; 40+ hours; 40+ hours; Day to day management of the organization. 2) Strategic Wealth Holdings, Inc.; investment related: No; Location of the business: 8 Pleasant Street South Natick MA 01760; A holding company for business and accounting purposes; Position Title: President; Responsibilities Duties: President; Start date with business: 2026-01-06; Hours per month during trading hours: 2; Hours per month outside trading hours: 2.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2021-06-29 |
| S65 | Uniform Investment Adviser Law Examination | 2021-06-08 |
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