CP
Calvin Peter Goetz
CRD 5604158
Firms
| Firm | Role | As of |
|---|---|---|
| Strategy Financial Services, Llc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Strategy Financial Services, Llc
Manager, Chief Compliance Officer · Less than 5% · Mar 2024
-
Strategy Financial Services, Llc
Member & Manager · 75% or more · Mar 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗