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Advisor at STRATEGIC ADVISERS LLC
EDINA, MN | LITTLE FALLS, MN
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 | LITTLE FALLS, MN|EDINA, MN | Current employment |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | Former SEC adviser | Jul 13, 2018 | Mar 31, 2025 | no | BOSTON, MA|LITTLE FALLS, MN|EDINA, MN | Previous registration |
| STRATEGIC ADVISERS LLC | National bd RIA | Oct 22, 2016 | Jul 13, 2018 | no | MINNETONKA, MN|EDINA, MN | Previous registration |
| ONE LIFE FINANCIAL GROUP, INC. | Independent wealth | Dec 23, 2015 | Jul 28, 2016 | no | Minnetonka, MN|WHITE BEAR LAKE, MN | Previous registration |
| ADVISORNET WEALTH PARTNERS | Independent wealth | Jan 29, 2014 | Dec 28, 2015 | no | MINNETONKA, MN | Previous registration |
| CETERA ADVISOR NETWORKS LLC | Former SEC adviser | Jan 8, 2014 | Dec 28, 2015 | no | MINNETONKA, MN | Previous registration |
| FOCUS FINANCIAL | Independent wealth | Feb 22, 2010 | Oct 20, 2010 | no | n/a | 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 |
| STRATEGIC ADVISERS LLC | FIDELITY PERSONAL AND WORKPLACE ADVISORS | Jul 13, 2018 | Jul 13, 2018 | 0 | Bulk transfer | Ibd to new firm |
| ONE LIFE FINANCIAL GROUP, INC. | STRATEGIC ADVISERS LLC | Jul 28, 2016 | Oct 22, 2016 | 86 | Firm change | RIA to ibd |
| ADVISORNET WEALTH PARTNERS | ONE LIFE FINANCIAL GROUP, INC. | Dec 28, 2015 | Dec 23, 2015 | -5 | Firm change | Other |
| CETERA ADVISOR NETWORKS LLC | ADVISORNET WEALTH PARTNERS | Dec 28, 2015 | Jan 29, 2014 | -698 | Firm change after gap | Other |
| FOCUS FINANCIAL | CETERA ADVISOR NETWORKS LLC | Oct 20, 2010 | Jan 8, 2014 | 1,176 | Firm change after gap | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 113074:281792:MN:2015-12-28 | Dec 28, 2015 | Dec 23, 2015 | MINNETONKA, MN | Firm change |
| 13572:113074:MN:2015-12-28 | Dec 28, 2015 | Jan 29, 2014 | MINNETONKA, MN | Firm change after gap |