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Advisor at STRATEGIC ADVISERS LLC
OVERLAND PARK, KS | KANSAS CITY, MO
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 | OVERLAND PARK, KS|KANSAS CITY, MO | Current employment |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | Former SEC adviser | Aug 10, 2022 | Mar 31, 2025 | no | OVERLAND PARK, KS | Previous registration |
| LPL FINANCIAL LLC | Bd affiliated wealth | Sep 10, 2021 | Jul 7, 2022 | no | OVERLAND PARK, KS|FORT MILL, SC|OVERLAND PARK, KS | Previous registration |
| WADDELL & REED | Former SEC adviser | Feb 11, 2020 | Sep 8, 2021 | no | OVERLAND PARK, KS|OVERLAND PARK, KS | 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 |
| LPL FINANCIAL LLC | FIDELITY PERSONAL AND WORKPLACE ADVISORS | Jul 7, 2022 | Aug 10, 2022 | 34 | Firm change | RIA to ibd |
| WADDELL & REED | LPL FINANCIAL LLC | Sep 8, 2021 | Sep 10, 2021 | 2 | Firm change | Ibd to ibd |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 866:6413:KS:2021-08-23 | Sep 8, 2021 | Sep 10, 2021 | OVERLAND PARK, KS | Firm change |