DS
Dana D. Strickland
SCHOLAR FINANCIAL ADVISING
WINSTON-SALEM, NC
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CRD#: 7666364
DS
Professional summary
Dana Deon Strickland, who also goes by Deon Strickland, is a registered financial advisor currently at SCHOLAR FINANCIAL ADVISING, LLC located in Winston-salem, North Carolina.
Dana is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Dana has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Deon Strickland
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
WAKE FOREST UNIVERSITY NOT INVESTMENT-RELATED 1834 WAKE FOREST RD, WINSTON-SALEM, NC 27109 PRIVATE UNIVERSITY PROFESSOR AUGUST 2008 40 HOURS PER WEEK BETWEEN SEPTEMBER AND MAY 10-30 HOURS PER WEEK DURING TRADING, VARIES BY SEMESTER DESIGN AND TEACH 6 COURSES PER YEAR, MENTOR STUDENTS, PERFORM RESEARCH, SERVE ON COLLEGE AND UNIVERSITY COMMITTEES
CRS (Client Relationship Summary) - RIA
Click below to view Dana Deon Strickland's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
January 7, 2023 - Present
SCHOLAR FINANCIAL ADVISING, LLC
RIA
CRD#: 298968
WINSTON-SALEM, NC
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
SCHOLAR FINANCIAL ADVISING, LLC
SCHOLAR FINANCIAL ADVISING LLC | SCHOLAR FINANCIAL ADVISING, LLC
CRD#: 298968 / SEC#: 801-130382
RIA
Registered Investment Advisory firm - (5/28/2024 Approved)Alabama
Registered Investment Advisory firm - (6/3/2024 Terminated)California
Registered Investment Advisory firm - (7/3/2024 Terminated)Colorado
Registered Investment Advisory firm - (6/3/2024 Terminated)Florida
Registered Investment Advisory firm - (6/3/2024 Terminated)Georgia
Registered Investment Advisory firm - (6/6/2024 Terminated)Illinois
Registered Investment Advisory firm - (6/3/2024 Terminated)Louisiana
Registered Investment Advisory firm - (6/10/2024 Terminated)New Hampshire
Registered Investment Advisory firm - (8/22/2019 Terminated)New York
Registered Investment Advisory firm - (6/3/2024 Terminated)North Carolina
Registered Investment Advisory firm - (6/3/2024 Terminated)Ohio
Registered Investment Advisory firm - (6/3/2024 Terminated)Pennsylvania
Registered Investment Advisory firm - (6/5/2024 Terminated)South Carolina
Registered Investment Advisory firm - (6/3/2024 Terminated)Texas
Registered Investment Advisory firm - (6/3/2024 Terminated)Virginia
Registered Investment Advisory firm - (6/4/2024 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
North Carolina(1/7/2023)
IAR
Texas(9/25/2023)
Current Firm
SCHOLAR FINANCIAL ADVISING, LLC
SCHOLAR FINANCIAL ADVISING LLC | SCHOLAR FINANCIAL ADVISING, LLC
CRD#: 298968 / SEC#: 801-130382
RIA
Registered Investment Advisory firm - (5/28/2024 Approved)Alabama
Registered Investment Advisory firm - (6/3/2024 Terminated)California
Registered Investment Advisory firm - (7/3/2024 Terminated)Colorado
Registered Investment Advisory firm - (6/3/2024 Terminated)Florida
Registered Investment Advisory firm - (6/3/2024 Terminated)Georgia
Registered Investment Advisory firm - (6/6/2024 Terminated)Illinois
Registered Investment Advisory firm - (6/3/2024 Terminated)Louisiana
Registered Investment Advisory firm - (6/10/2024 Terminated)New Hampshire
Registered Investment Advisory firm - (8/22/2019 Terminated)New York
Registered Investment Advisory firm - (6/3/2024 Terminated)North Carolina
Registered Investment Advisory firm - (6/3/2024 Terminated)Ohio
Registered Investment Advisory firm - (6/3/2024 Terminated)Pennsylvania
Registered Investment Advisory firm - (6/5/2024 Terminated)South Carolina
Registered Investment Advisory firm - (6/3/2024 Terminated)Texas
Registered Investment Advisory firm - (6/3/2024 Terminated)Virginia
Registered Investment Advisory firm - (6/4/2024 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
380 Knollwood Street Suite 410, Winston-salem, NC 27103
Mailing Address
Phone number
(336) 360-6833
Established
Firm type
Fiscal year end
# of Employees
8
SEC notice filing (21 States and Territories)
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
