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Current Employers
Strata Wealth Advisors, Llc

8750 N. Central Expressway Suite 1875, Dallas, TX 75231 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-02-23
  • TX RA
    APPROVED
    Since 2024-02-23

Branch Locations

Providence Village, TX • United States

8750 N. Central Expressway Suite 1875, Dallas, TX 75231 • 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
Strata Wealth Advisors, Llc Dallas TX 03/2023 Present
Exencial Wealth Advisors Plano TX 02/2022 02/2023
True North Advisors Dallas TX 01/2020 02/2022
Hedgefield Wealth Denton TX 07/2019 10/2019
Tarrant County Community College Forth Worth TX 01/2014 06/2017
University Of North Texas Denton TX 09/2017 06/2019
  • 03/2023 → Present
    Dallas, TX
  • 02/2022 → 02/2023
    Exencial Wealth Advisors
    Plano, TX
  • 01/2020 → 02/2022
    True North Advisors
    Dallas, TX
  • 07/2019 → 10/2019
    Hedgefield Wealth
    Denton, TX
  • 01/2014 → 06/2017
    Tarrant County Community College
    Forth Worth, TX
  • 09/2017 → 06/2019
    University Of North Texas
    Denton, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-10-07
  • S65 Uniform Investment Adviser Law Examination
    2023-10-07
Designations
Other Names
  • Amanda Sasko

View on SEC IAPD

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