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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
CO RA APPROVED 2025-01-02
IN RA APPROVED 2024-05-09
NC RA APPROVED 2024-05-09
TX RA APPROVED 2024-05-09
GA RA APPROVED 2023-08-24
  • CO RA
    APPROVED
    Since 2025-01-02
  • IN RA
    APPROVED
    Since 2024-05-09
  • NC RA
    APPROVED
    Since 2024-05-09
  • TX RA
    APPROVED
    Since 2024-05-09
  • GA RA
    APPROVED
    Since 2023-08-24

Branch Locations

1100 Abernathy Road N.E. Suite L-20, Atlanta, GA 30328 • United States

500 N. Hurtsbourne Parkway Suite 120, Louisville, KY 40222 • 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
Strategic Wealth Designers Denver CO 09/2020 01/2023
Tel Aviv University Tel Aviv 09/2019 08/2020
Grade Power Learning Aurora CO 08/2018 09/2019
Darktrace New York NY 07/2017 08/2018
New York University New York NY 09/2013 05/2017
Strategic Wealth Designers Atlanta GA 01/2023 Present
  • 09/2020 → 01/2023
    Strategic Wealth Designers
    Denver, CO
  • 09/2019 → 08/2020
    Tel Aviv University
    Tel Aviv
  • 08/2018 → 09/2019
    Grade Power Learning
    Aurora, CO
  • 07/2017 → 08/2018
    Darktrace
    New York, NY
  • 09/2013 → 05/2017
    New York University
    New York, NY
  • 01/2023 → Present
    Strategic Wealth Designers
    Atlanta, GA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-12-30
  • S65 Uniform Investment Adviser Law Examination
    2022-12-30

View on SEC IAPD

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