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RIA / WealthAdvisordual registered (broker-dealer)14 years in industry

JAMES R. GILL

Advisor at STRATEGIC ADVISERS LLC

MANHATTAN BEACH, CA | El Segundo, CA

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Search this name across graphsid dfx:ria:25bcb27b-9ac9-6ba5-8a50-1feb5b5abb7a

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 8:30 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: Nov 7, 2013 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: Jan 1, 2012earliest registration or exam on IAPD
Years in industry: 14derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 2
Exams: S66
First exam: Sep 23, 2013
First registration: Nov 7, 2013
Dual registered: yes, broker-dealer
Other names: JAMES ROBERT GILL|JAMES ROBERT GILL|James R Gill
IAPD individual key: 4479625

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	Aug 11, 2025	n/a	yes	El Segundo, CA\|MANHATTAN BEACH, CA	Current employment
WELLS FARGO ADVISORS	Wirehouse	Nov 5, 2019	Jul 17, 2025	no	EL SEGUNDO, CA	Previous registration
TD AMERITRADE INVESTMENT MANAGEMENT, LLC	Former SEC adviser	Jun 20, 2018	Nov 6, 2019	no	Torrance, CA	Previous registration
TD AMERITRADE, INC.	Former SEC adviser	Jun 20, 2018	Nov 6, 2019	no	TORRANCE, CA	Previous registration
FIRST COMMAND ADVISORY SERVICES	Bd affiliated wealth	Dec 15, 2015	Jan 18, 2018	no	FORT WORTH, TX	Previous registration
FIRST COMMAND FINANCIAL PLANNING, INC.	Former SEC adviser	Nov 7, 2013	Dec 15, 2015	no	Oceanside, CA\|TORRANCE, CA\|Garden Grove, CA\|Garden Grove, CA	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
WELLS FARGO ADVISORS	STRATEGIC ADVISERS LLC	Jul 17, 2025	Aug 11, 2025	25	Firm change	Wirehouse to ibd
TD AMERITRADE INVESTMENT MANAGEMENT, LLC	WELLS FARGO ADVISORS	Nov 6, 2019	Nov 5, 2019	-1	Firm change	RIA to wirehouse
TD AMERITRADE, INC.	TD AMERITRADE INVESTMENT MANAGEMENT, LLC	Nov 6, 2019	Jun 20, 2018	-504	Channel change	Other
FIRST COMMAND ADVISORY SERVICES	TD AMERITRADE, INC.	Jan 18, 2018	Jun 20, 2018	153	Firm change	Other
FIRST COMMAND FINANCIAL PLANNING, INC.	FIRST COMMAND ADVISORY SERVICES	Dec 15, 2015	Dec 15, 2015	0	Bulk transfer	Other

Team moves

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

Team	Left	Joined	From	Kind
7870:111514:CA:2019-10-31	Nov 6, 2019	Jun 20, 2018	TORRANCE, CA	Firm change after gap

Relationships

Registered with (6)

→ STRATEGIC ADVISERS LLCRegistered adviserregistration: current employment
Aug 11, 2025 to presentfactForm ADV
→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
Nov 5, 2019 to Jul 17, 2025factForm ADV
→ TD AMERITRADE INVESTMENT MANAGEMENT, LLCRegistered adviserregistration: previous registration
Jun 20, 2018 to Nov 6, 2019factForm ADV
→ TD AMERITRADE, INC.Registered adviserregistration: previous registration
Jun 20, 2018 to Nov 6, 2019factForm ADV
→ FIRST COMMAND ADVISORY SERVICESRegistered adviserregistration: previous registration
Dec 15, 2015 to Jan 18, 2018factForm ADV
→ FIRST COMMAND FINANCIAL PLANNING, INC.Registered adviserregistration: previous registration
Nov 7, 2013 to Dec 15, 2015factForm ADV

Dated events

Occurred
Jul 17, 2025
Advisor changed firm
James R. Gill left Wells Fargo Advisors for Strategic Advisers Llc (registered 2025-08-11)
Form ADVobserved 5 days ago