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Lisa Ann Grady-Strange

Rivertree Advisors, LLC

Winter Park, FL

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Current Employers
Rivertree Advisors, Llc

941 West Morse Boulevard Suite 100, Winter Park, FL 32789-3781 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2016-12-21
  • FL RA
    APPROVED
    Since 2016-12-21

Branch Locations

941 West Morse Boulevard Suite 100, Winter Park, FL 32789-3781 • 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
Rivertree Advisors, Llc Winter Park FL 10/2015 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-11-30
  • S65 Uniform Investment Adviser Law Examination
    2016-11-30
Other Names
  • Lisa Ann Reich
  • Lisa Ann Grady
  • Lisa Ann Grady-Strange
  • Lisa Ann Strange
  • Lisa Strange

View on SEC IAPD

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Other Offices

EDWARD JONES · Winter Park, FL
STATE FARM INVESTMENT MANAGEMENT CORP. · Winter Park, FL
THRIVENT INVESTMENT MANAGEMENT INC. · Winter Park, FL
LPL FINANCIAL LLC · WINTER PARK, FL
AMERIPRISE FINANCIAL SERVICES, LLC · Winter Park, FL
WELLS FARGO CLEARING SERVICES, LLC · WINTER PARK, FL
DOBSON STREET LLC · WINTER PARK, FL
PFS INVESTMENTS INC. · WINTER PARK, FL

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