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Advisor at STRATEGIC ADVISERS LLC
ATLANTA, GA | ALPHARETTA, GA
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 | ALPHARETTA, GA|ATLANTA, GA | Current employment |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | Former SEC adviser | Aug 13, 2020 | Mar 31, 2025 | no | ALPHARETTA, GA | Previous registration |
| EDWARD JONES | National bd RIA | Apr 1, 2019 | Feb 6, 2020 | no | MARIETTA, GA | Previous registration |
| U.S. BANCORP INVESTMENTS, INC. | Former SEC adviser | Sep 5, 2017 | Apr 15, 2019 | no | Falmouth, KY|VERONA, KY|Carrollton, KY|WALTON, KY | Previous registration |
| EDWARD JONES | National bd RIA | Aug 10, 2016 | Jun 17, 2017 | no | Kennesaw, GA|ST LOUIS, MO|LOUISVILLE, KY | 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 |
| EDWARD JONES | FIDELITY PERSONAL AND WORKPLACE ADVISORS | Feb 6, 2020 | Aug 13, 2020 | 189 | Firm change | Ibd to ibd |
| U.S. BANCORP INVESTMENTS, INC. | EDWARD JONES | Apr 15, 2019 | Apr 1, 2019 | -14 | Firm change | Ibd to ibd |
| EDWARD JONES | U.S. BANCORP INVESTMENTS, INC. | Jun 17, 2017 | Sep 5, 2017 | 80 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 250:288590:GA:2020-02-06 | Feb 6, 2020 | Aug 13, 2020 | MARIETTA, GA | Firm change |