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Advisor at STRATEGIC ADVISERS LLC
SAN DIEGO, CA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| STRATEGIC ADVISERS LLC | National bd RIA | Oct 20, 2025 | n/a | yes | SAN DIEGO, CA | Current employment |
| FINANCIAL SENSE ADVISORS, INC. | Independent wealth | Aug 27, 2020 | Apr 8, 2025 | no | SAN DIEGO, CA | Previous registration |
| SAGE STONE WEALTH MANAGEMENT LLC | Independent wealth | Dec 19, 2019 | Jul 17, 2020 | no | LA JOLLA, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| FINANCIAL SENSE ADVISORS, INC. | STRATEGIC ADVISERS LLC | Apr 8, 2025 | Oct 20, 2025 | 195 | Firm change | RIA to ibd |
| SAGE STONE WEALTH MANAGEMENT LLC | FINANCIAL SENSE ADVISORS, INC. | Jul 17, 2020 | Aug 27, 2020 | 41 | Firm change | RIA to RIA |