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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
AZ RA APPROVED 2022-06-24
  • AZ RA
    APPROVED
    Since 2022-06-24

Branch Locations

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

Peoria, AZ • 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
Psp Financial Services Llc Peoria AZ 06/2018 03/2019
Psp & Associates, Inc Peoria AZ 09/2017 02/2019
Transpac Aviation Phoenix AZ 02/2017 09/2017
Accounting Principals Phoenix AZ 10/2016 02/2017
Unemployed Phoenix AZ 05/2016 10/2016
Psp & Associates, Inc Peoria AZ 06/2019 05/2022
Psp Financial Services Llc Peoria AZ 06/2019 01/2023
Strategic Wealth Investment Group, Llc Louisville KY 05/2022 Present
Strategic Wealth Designers Llc Louisville KY 05/2022 Present
  • 06/2018 → 03/2019
    Psp Financial Services Llc
    Peoria, AZ
  • 09/2017 → 02/2019
    Psp & Associates, Inc
    Peoria, AZ
  • 02/2017 → 09/2017
    Transpac Aviation
    Phoenix, AZ
  • 10/2016 → 02/2017
    Accounting Principals
    Phoenix, AZ
  • 05/2016 → 10/2016
    Unemployed
    Phoenix, AZ
  • 06/2019 → 05/2022
    Psp & Associates, Inc
    Peoria, AZ
  • 06/2019 → 01/2023
    Psp Financial Services Llc
    Peoria, AZ
  • 05/2022 → Present
    Louisville, KY
  • 05/2022 → Present
    Strategic Wealth Designers Llc
    Louisville, KY
Previous Registrations
  • 2019-07-17 → 2023-01-03
    Psp Financial Services Llc
    Peoria, AZ
  • 2018-07-02 → 2019-03-26
    Psp Financial Services Llc
    Peoria, AZ
Other Businesses

PSP & ASSOCIATES, INC; PEORIA, AZ; INSURANCE AGENT; INSURANCE BUSINESS; APPROXIMATELY 140 HOURS SPENT IN THIS BUSINESS PRACTICE; START 04/2019.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-05-26
  • S65 Uniform Investment Adviser Law Examination
    2018-05-26
Designations

View on SEC IAPD

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