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Current Employers
The Strategic Financial Alliance, Inc.

2200 Century Parkway Suite 500, Atlanta, GA 30345 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2015-01-13
GA RA APPROVED 2003-11-18
  • TX RA
    APPROVED
    Since 2015-01-13
  • GA RA
    APPROVED
    Since 2003-11-18

Branch Locations

10300 Eaton Place Suite 470, Fairfax, VA 22030 • United States

3930 East Jones Bridge Road 150, Peachtree Corners, GA 30092 • United States

Disclosures

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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
The Strategic Financial Alliance, Inc. Atlanta GA 11/2003 Present
Previous Registrations
  • 2003-04-11 → 2003-12-09
    Ifg Advisory Services Inc
    Norcross, GA
Other Businesses

1) KOEHN FINANCIAL GROUP - 10949 BIG CANOE, JASPER, GA 30143 - NOT INVESTMENT RELATED - DBA FOR MARKETING FINANCIAL SERVICES - PRESIDENT

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1994-05-09
S63 Uniform Securities Agent State Law Examination 1988-10-03
  • S65 Uniform Investment Adviser Law Examination
    1994-05-09
  • S63 Uniform Securities Agent State Law Examination
    1988-10-03
Other Names
  • Patricia A Koehn
  • Patricia A Blohm

View on SEC IAPD

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