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Advisor at STRATEGIC ADVISERS LLC
CHESAPEAKE, VA | VIRGINIA BEACH, VA
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 | CHESAPEAKE, VA|VIRGINIA BEACH, VA | Current employment |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | Former SEC adviser | Dec 2, 2019 | Mar 31, 2025 | no | VIRGINIA BEACH, VA|CHESAPEAKE, VA | Previous registration |
| MORGAN STANLEY | Wirehouse | Oct 29, 2018 | Sep 30, 2019 | no | Virginia Beach, VA | 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 |
| MORGAN STANLEY | FIDELITY PERSONAL AND WORKPLACE ADVISORS | Sep 30, 2019 | Dec 2, 2019 | 63 | Firm change | Wirehouse to ibd |