DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at STRATEGIC ADVISERS LLC
CLEARWATER, FL | RALEIGH, NC | Raleigh, NC
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 |
|---|---|---|---|---|---|---|
| CSENGE ADVISORY GROUP, LLC | Independent wealth | Sep 4, 2026 | n/a | yes | CLEARWATER, FL|Raleigh, NC | Current employment |
| STRATEGIC ADVISERS LLC | National bd RIA | Mar 31, 2025 | n/a | yes | RALEIGH, NC|RALEIGH, NC | Current employment |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | Former SEC adviser | Nov 6, 2019 | Mar 31, 2025 | no | RALEIGH, NC | Previous registration |
| CHARLES SCHWAB & CO., INC. | National bd RIA | Dec 11, 2018 | Nov 12, 2019 | no | Chapel Hill, NC|Germantown, TN | Previous registration |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | Former SEC adviser | Jul 13, 2018 | Nov 19, 2018 | no | BOSTON, MA | Previous registration |
| STRATEGIC ADVISERS LLC | National bd RIA | May 3, 2017 | Jul 13, 2018 | no | DURHAM, NC | 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 |
| CHARLES SCHWAB & CO., INC. | FIDELITY PERSONAL AND WORKPLACE ADVISORS | Nov 12, 2019 | Nov 6, 2019 | -6 | Firm change | Ibd to ibd |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | CHARLES SCHWAB & CO., INC. | Nov 19, 2018 | Dec 11, 2018 | 22 | Firm change | Ibd to ibd |
| STRATEGIC ADVISERS LLC | FIDELITY PERSONAL AND WORKPLACE ADVISORS | Jul 13, 2018 | Jul 13, 2018 | 0 | Bulk transfer | Ibd to new firm |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 288590:5393:MA:2018-11-19 | Nov 19, 2018 | Dec 11, 2018 | BOSTON, MA | Firm change |