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The Strategic Financial Alliance, Inc. CRD 126514
$382M regulatory AUM 30 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
2200 Century Parkway Suite 500, Atlanta, GA 30345 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2015-04-28 |
| GA | RA | APPROVED | 2007-12-05 |
Branch Locations
3930 East Jones Bridge Road 150, Peachtree Corners, GA 30092 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Strategic Financial Alliance, Inc. | Atlanta | GA | 11/2007 | Present |
GENX FINANCIAL INC DBA CAPITAL INSIGHT GROUP (FORMERLY DBA THE KEEN INSIGHT GROUP), NOT INVESTMENT RELATED, 3930 EAST JONES BRIDGE ROAD SUITE 150 PEACHTREE CORNERS GA 30092, CORPORATION REPRESENTATIVE USES FOR NON-SECURITIES PART OF BUSINESS/DBA FOR MARKETING FINANCIAL SERVICES AND FIXED INSURANCE, PARTNER, DBA NAME CHANGE EFFECTIVE 1/4/2016 (THE KEEN INSIGHT GROUP 03/2010), 100% OF TIME, MANAGEMENT.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-04-18 |
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