Graham Matthew Strickland

Current Employers

Employment History

• 01/2003 → Present
  Dfg-Self Employed
  Arlington, TX
• 09/2011 → Present
  S&S Wealth Management, L.P.
  Grand Prairie, TX
• 04/2012 → 08/2024
  Triad Advisors Inc
  Norcross, GA
• 08/2024 → Present
  Osaic Wealth, Inc.
  Arlington, TX

Previous Registrations

• 2008-10-16 → 2011-10-03
  Questar Asset Management, Inc.
  Minneapolis, MN

Other Businesses

1) STRICKLAND FINANCIAL GROUP LLC President, Manager LLC taxed as S Corp, Insurance Agency INVESTMENT RELATED: Yes NUMBER OF HRS: 80 SECURITIES HRS: 70 START: 1/1/03 Arlington TX 76010 DESCRIPTION: Providing life insurance, disability insurance, long-term care insurance, health insurance, fixed annuities, and insurance planning 2) LONGHORN COUNCIL BSA Executive Board Member Not for Profit Corporation INVESTMENT RELATED: No HRS: 25 SECURITIES TRADING 5 START: 6/1/05 850 Cannon Dr., Hurst TX 76054 Voting member of the Executive Board for the local Boy Scout Council. Vote on volunteer operations, fundraisers, and membership campaigns. 3) RC STRICKLAND IRREVOCABLE TRUST Trustee Trust for the settlement of the estate & marshaling/transferring of assets to living/remaining beneficiaries. INVESTMENT RELATED: No HRS: 1 SECURITIES TRADING HRS: 0 START : 11/1/11 Keller TX 76010 settle estate & trust of paternal grandparents; trustee managing the trust for winddown. 4) SCOUTING ARLINGTON, INC. POS: Director NATURE: Supporting youth development in Arlington; provide financial assistance and other resources to support youth development programs in the community, including Scouting America, Girl Scouts. INVESTMENT RELATED: No NUMBER OF HRS: 5 SECURITIES TRADING HRS: 0 START DATE: 2/17/11 ADDRESS: Arlington TX 76010 DESCRIPT: With other directors, set direction for support mechanisms; vote on approval/denial of onboarding units into the system. 5) ZONE UNLIMITED INVESTMENTS 3, LP Partner Partnership 50% Graham Strickland 50% Mikel Shelton INVESTMENT RELATED: HRS: 5 SECURITIES TRADING HRS: 1 START 5/8/17 Arlington TX 76010 50% partner in owning and managing a multi-tenant commercial office building. Active building management along with a partner. 6) SHIRLEY STRICKLAND QUALIFIED INCOME TRUST Trustee 3rd party grantor INVESTMENT RELATED: hRS: 1 SECURITIES TRADING HRS: 0 START 1/1/19 Keller TX 76248 Trustee for aunt's QIT for Medicaid purposes; administer the trust. 7) TREETOP FLYERS LLC Owner LLC taxed as Schedule C/Sole Prop INVESTMENT RELATED: HRS: 20 SECURITIES TRADING HRS: 0 START 2/18/20 Arlington TX 76010 Oversee contractors creating media for clients; oversee and EE(s) who fulfill digital and print media orders 8) WAMEDIA Owner dba for Treetop Flyers LLC INVESTMENT RELATED: HRS: 20 SECURITIES TRADING HRS: 0 START 2/21/20 Arlington TX 76010 DESCRIPTION: same as Treetop Flyers LLC 9) GRAHAM M STRICKLAND Notary licensed notary in Texas for client use only during the normal course of business INVESTMENT RELATED: No HOURS: 1 SECURITIES TRADING HOURS: 1 START 11/24/2014 800 E. Border St. Ste. 200, Arlington TX 76010, United States Provide notary services for both branches to existing clients as necessary for no compensation. Hold the required bond per the State of Texas requirements. 10) ATLAS M HOLDINGS, LLC POSITION: Manager, Partner NATURE: actively maintain, market, manage, and rent vacation home property; partner INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 02/01/2022 ADDY: Keller TX 76248 DESCRIPT: actively maintain, market, manage and rent vacation home property; file sales tax and lodging tax returns; manage vendors, including cleaners, groundskeepers, and marketing. 11) CO-EXECUTOR, ESTATES OF CLIVE T. DONELAN AND SUSAN GLASS-DONELAN POSITION: Co-Executor NATURE: Estate for my step-father, Clive T. Donelan, date of death 10/23/23, and my mother, Susan Glass-Donelan, date of death 11/16/23 INVESTMENT RELATED: Yes # OF HRS: 20 SECURITIES TRADING HRS: 20 START DATE: 11/16/23 ADDY: Keller TX 76248 DESCRIPT: Co-Executor with Clive B. Donelan; co-executor with Catherine Ford. Settle and administer two estates simultaneously/concurrently. 12) S&S WEALTH MANAGEMENT, LP POS: Investment Advisor Representative NATURE: Registered Investment Advisor INVESTMENT RELATED: Yes # OF HRS: 140 SECURITIES TRADING HRS: 120 START DATE: 09/22/11 ADDY: Grand Prairie TX 75050 DESCRIPT: Fee-based money management.

Exams

• S66 Uniform Combined State Law Examination
  2008-10-10

Other Names

• Gray Strickland
• Graham M Strickland