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Mark Wendall Whidby

Strata Wealth Advisors, LLC

Dallas, TX

Dallas, TX

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Current Employers
Strata Wealth Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2022-06-08
  • TX RA
    APPROVED
    Since 2022-06-08

Branch Locations

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

Dallas, 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
Lee Financial Company Dallas TX 06/2016 06/2022
Strata Wealth Advisors, Llc Dallas TX 06/2022 Present
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2012-07-20
  • S63 Uniform Securities Agent State Law Examination
    2012-07-20
Designations
Other Names
  • Mark Whidby

View on SEC IAPD

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