Best Investors
Account
Sign in
Best Investors
Account
Sign in
Strategic Portfolio Solutions, LLC CRD 156374
$136M regulatory AUM 5 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
17304 Preston Road Suite 125, Dallas, TX 75252 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2024-03-21 |
| AZ | RA | APPROVED | 2024-02-16 |
| TX | RA | APPROVED | 2014-05-21 |
Branch Locations
17304 Preston Road Suite 125, Dallas, TX 75252 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Strategic Portfolio Solutions, Llc | Dallas | TX | 05/2014 | Present |
| Strategic Portfolio Solutions, Llc | Dallas | TX | 09/2019 | Present |
RAMMELL ANDREWS LLC, NOT INVESTMENT-RELATED, 14677 MIDWAY DRIVE SUITE 120, ADDISON, TX, 75001 HEALTH AND LIFE INSURANCE, FOUNDER, 7/9/2010, 4-6 HRS/MONTH, 0 HRS DURING TRADING HOURS, FACILITATE HEALTH UNDER AND OVER 65 HEALTH POLICIES AND SELL LIFE INSURANCE POLICIES; PHOTOGRAPHY AND ART, 0 HOURS DURING NORMAL BUSINESS HOURS BUT AROUND 10 HOURS A WEEK ON WEEKENDS. STRATEGITRADE LLC; INVESTMENT-RELATED; 17304 PRESTON ROAD SUITE 125, DALLAS, TX, 75252 ; INVESTMENT INFORMATION; OWNER; START 06/2022; 8 HRS/MONTH; 0 HRS DURING TRADING HOURS; RUN SCREENERS AND UPDATE WEBSITE WITH RESULTS
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-07-06 |
| S63 | Uniform Securities Agent State Law Examination | 1995-02-17 |
Reach out to this advisor