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Advisor at STRATEGIC ADVISERS LLC
POULSBO, WA | SEATTLE, WA
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 | POULSBO, WA|SEATTLE, WA | Current employment |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | Former SEC adviser | Feb 24, 2021 | Mar 31, 2025 | no | SEATTLE, WA | Previous registration |
| TD AMERITRADE INVESTMENT MANAGEMENT, LLC | Former SEC adviser | Oct 24, 2019 | Dec 31, 2020 | no | Seattle, WA | Previous registration |
| TD AMERITRADE, INC. | Former SEC adviser | Oct 24, 2019 | Jan 11, 2021 | no | Seattle, WA|SILVERDALE, WA | 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 |
| TD AMERITRADE, INC. | FIDELITY PERSONAL AND WORKPLACE ADVISORS | Jan 11, 2021 | Feb 24, 2021 | 44 | Firm change | Other |
| TD AMERITRADE INVESTMENT MANAGEMENT, LLC | TD AMERITRADE, INC. | Dec 31, 2020 | Oct 24, 2019 | -434 | Bulk transfer | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 7870:288590:WA:2021-01-11 | Jan 11, 2021 | Feb 24, 2021 | SEATTLE, WA | Firm change |