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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)24 years in industry

MICHAEL JAMES CALLAWAY

Advisor at STRATEGIC ADVISERS LLC

ROANOKE, TX | WESTLAKE, TX

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Search this name across graphsid dfx:ria:230a91d0-8ec9-402e-89e4-597bfa26386e

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 3:54 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 0
On other graphs: 0
Observed: Sep 8, 2005 to Sep 15, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: STRATEGIC ADVISERS LLC
Current firm class: national broker-dealer RIAderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Nov 16, 2001earliest registration or exam on IAPD
Years in industry: 24derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S66|S63
First exam: Nov 16, 2001
First registration: Sep 8, 2005
Dual registered: yes, broker-dealer
Other names: MICHAEL J CALLAWAY|MICHAEL JAMES CALLAWAY|MICHAEL J. CALLAWAY
IAPD individual key: 4463420

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
STRATEGIC ADVISERS LLC	National bd RIA	Mar 31, 2025	n/a	yes	ROANOKE, TX\|WESTLAKE, TX	Current employment
FIDELITY PERSONAL AND WORKPLACE ADVISORS	Former SEC adviser	Mar 22, 2023	Mar 31, 2025	no	WESTLAKE, TX	Previous registration
KESTRA ADVISORY SERVICES, LLC	Bd affiliated wealth	Apr 18, 2016	Jun 7, 2016	no	SOUTHLAKE, TX	Previous registration
NFP ADVISOR SERVICES, LLC	Former SEC adviser	Jun 6, 2014	Jun 7, 2016	no	Grapevine, TX	Previous registration
EDWARD JONES	National bd RIA	Jun 25, 2013	Jan 21, 2014	no	FT WORTH, TX\|ST LOUIS, MO\|ROANOKE, TX	Previous registration
STRATEGIC ADVISERS LLC	National bd RIA	Sep 8, 2005	Nov 2, 2009	no	LEWISVILLE, TX\|WESTLAKE, TX	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

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
KESTRA ADVISORY SERVICES, LLC	FIDELITY PERSONAL AND WORKPLACE ADVISORS	Jun 7, 2016	Mar 22, 2023	2,479	Firm change after gap	Other
NFP ADVISOR SERVICES, LLC	KESTRA ADVISORY SERVICES, LLC	Jun 7, 2016	Apr 18, 2016	-50	Firm change after gap	Other
EDWARD JONES	NFP ADVISOR SERVICES, LLC	Jan 21, 2014	Jun 6, 2014	136	Firm change	Other
STRATEGIC ADVISERS LLC	EDWARD JONES	Nov 2, 2009	Jun 25, 2013	1,331	Firm change after gap	Ibd to ibd

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
42046:283330:TX:2016-05-09	Jun 7, 2016	Apr 18, 2016	GRAPEVINE, TX	Firm change after gap

Relationships

Registered with (5)

→ STRATEGIC ADVISERS LLCRegistered adviserregistration: previous registration
Sep 8, 2005 to Nov 2, 2009factForm ADV
→ FIDELITY PERSONAL AND WORKPLACE ADVISORSRegistered adviserregistration: previous registration
Mar 22, 2023 to Mar 31, 2025factForm ADV
→ KESTRA ADVISORY SERVICES, LLCRegistered adviserregistration: previous registration
Apr 18, 2016 to Jun 7, 2016factForm ADV
→ NFP ADVISOR SERVICES, LLCRegistered adviserregistration: previous registration
Jun 6, 2014 to Jun 7, 2016factForm ADV
→ EDWARD JONESRegistered adviserregistration: previous registration
Jun 25, 2013 to Jan 21, 2014factForm ADV

Dated events

No dated event names this entity yet.