Charles Pick Dickens
How is this counted?
Counted from the earlier of the person's first job or first state securities exam on their SEC record (currently the Series 63, 65 or 66). The SIE, futures exams and earlier firm registrations are not counted. The count runs to the end of their latest job, or this year if a job is still open. It includes every employer listed, even outside investment work, and any gaps between jobs. The SEC record lists jobs held in about the last 10 years, so jobs that ended before then are not counted. Years are counted by calendar year, so the figure can run up to a year high. This is not a measure of skill or quality.
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Services the firm offers
These describe the firm as a whole, not only this advisor.
Experience
10 years since the first job or state securities exam on the SEC record. Counts all jobs listed.
- Strategy Financial GroupJan 2026 to now
- Cardone VenturesMar 2024 to Nov 2025
- Morgan StanleyMar 2021 to Mar 2024
- Champions Yoga LLCJun 2020 to Nov 2023
- The Vanguard Group, Inc.Jul 2019 to Mar 2021
- The Vanguard Group, Inc.Feb 2019 to Jun 2019
- Corepower YogaJul 2018 to Apr 2020
- Sunglass HutApr 2017 to Sep 2018
- Arizona State UniversityJan 2017 to Dec 2018
- Los Angeles RamsJun 2016 to Jan 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2019
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (AZ).
Strategy Financial Group
Legal name: Strategy Financial Services, LLC
Official records
Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- 7074265
- 164531