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Advisor at STRATEGIC ADVISERS LLC
FRANKLIN, 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 | FRANKLIN, TX | Current employment |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | Former SEC adviser | Jul 24, 2021 | Mar 31, 2025 | no | WESTLAKE, TX | Previous registration |
| CETERA INVESTMENT ADVISERS LLC | Bd affiliated wealth | Jun 29, 2020 | Apr 29, 2021 | no | PASADENA, TX | Previous registration |
| EDWARD JONES | National bd RIA | Mar 16, 2015 | Jan 30, 2019 | no | HOUSTON, TX|HOUSTON, TX|ST LOUIS, MO|Webster, 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 |
| CETERA INVESTMENT ADVISERS LLC | FIDELITY PERSONAL AND WORKPLACE ADVISORS | Apr 29, 2021 | Jul 24, 2021 | 86 | Firm change | Ibd to ibd |
| EDWARD JONES | CETERA INVESTMENT ADVISERS LLC | Jan 30, 2019 | Jun 29, 2020 | 516 | Firm change after gap | Ibd to ibd |