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Advisor at STRATEGIC ADVISERS LLC
SAN DIEGO, CA
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 | Feb 17, 2026 | n/a | yes | SAN DIEGO, CA|SAN DIEGO, CA | Current employment |
| GLADSTONE WEALTH PARTNERS | Bd affiliated wealth | Oct 14, 2025 | Nov 7, 2025 | no | San Diego, CA|PALM BEACH GARDENS, FL | Previous registration |
| AURORA WEALTH ADVISORS | Former SEC adviser | Jan 16, 2023 | Nov 6, 2025 | no | SAN DIEGO, CA | Previous registration |
| AMERIPRISE FINANCIAL SERVICES, LLC | National bd RIA | Apr 30, 2020 | Jan 18, 2023 | no | San Diego, CA|PASADENA, CA | Previous registration |
| AMERIPRISE FINANCIAL SERVICES, LLC | National bd RIA | Aug 7, 2015 | Jan 28, 2020 | no | SAN DIEGO, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| GLADSTONE WEALTH PARTNERS | STRATEGIC ADVISERS LLC | Nov 7, 2025 | Feb 17, 2026 | 102 | Firm change | RIA to ibd |
| AURORA WEALTH ADVISORS | GLADSTONE WEALTH PARTNERS | Nov 6, 2025 | Oct 14, 2025 | -23 | Firm change | RIA to RIA |
| AMERIPRISE FINANCIAL SERVICES, LLC | AURORA WEALTH ADVISORS | Jan 18, 2023 | Jan 16, 2023 | -2 | Firm change | Ibd to new firm |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 6363:322947:CA:2023-01-18 | Jan 18, 2023 | Jan 16, 2023 | PASADENA, CA | Firm change |