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Advisor at STRATEGIC ADVISERS LLC
ANTIOCH, IL
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 | ANTIOCH, IL | Current employment |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | Former SEC adviser | Jul 8, 2024 | Mar 31, 2025 | no | ANTIOCH, IL | Previous registration |
| PRUCO SECURITIES, LLC | No RAUM reported | Dec 12, 2023 | Jun 12, 2024 | no | ROSEMONT, IL | 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 |
| PRUCO SECURITIES, LLC | FIDELITY PERSONAL AND WORKPLACE ADVISORS | Jun 12, 2024 | Jul 8, 2024 | 26 | Firm change | Ibd to ibd |