DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at STRATEGIC ADVISERS LLC
NEW BRAUNFELS, TX
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 | Mar 31, 2025 | n/a | yes | NEW BRAUNFELS, TX | Current employment |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | Former SEC adviser | Feb 1, 2022 | Mar 31, 2025 | no | WESTLAKE, TX | Previous registration |
| CRI SECURITIES, LLC | Former SEC adviser | Sep 8, 2021 | Oct 28, 2021 | no | AUSTIN, TX | Previous registration |
| SECURIAN FINANCIAL SERVICES, INC. | Former SEC adviser | Sep 8, 2021 | Nov 19, 2021 | no | AUSTIN, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | STRATEGIC ADVISERS LLC | Mar 31, 2025 | Mar 31, 2025 | 0 | Bulk transfer | Ibd to ibd |
| SECURIAN FINANCIAL SERVICES, INC. | FIDELITY PERSONAL AND WORKPLACE ADVISORS | Nov 19, 2021 | Feb 1, 2022 | 74 | Firm change | Ibd to ibd |
| CRI SECURITIES, LLC | SECURIAN FINANCIAL SERVICES, INC. | Oct 28, 2021 | Sep 8, 2021 | -50 | Bulk transfer | Ibd to ibd |