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Advisor at STRATEGIC ADVISERS LLC
BOISE, ID | EAGLE, ID
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 | EAGLE, ID|BOISE, ID | Current employment |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | Former SEC adviser | Jul 13, 2018 | Mar 31, 2025 | no | BOSTON, MA|SALT LAKE CITY, UT|STAR, ID | Previous registration |
| STRATEGIC ADVISERS LLC | National bd RIA | Sep 27, 2017 | Jul 13, 2018 | no | PORTLAND, OR|SHORELINE, WA | Previous registration |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Apr 27, 2017 | Sep 5, 2017 | no | SEATTLE, WA|MERCER ISLAND, WA | Previous registration |
| CONCOURSE FINANCIAL GROUP ADVISORS | Former SEC adviser | Aug 18, 2015 | May 23, 2017 | no | SAN FRANCISCO, CA|COVINGTON, KY|KNOXVILLE, TN | Previous registration |
| WADDELL & REED | Former SEC adviser | May 25, 2015 | Jun 25, 2015 | no | SAN MATEO, CA | 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 |
| STRATEGIC ADVISERS LLC | FIDELITY PERSONAL AND WORKPLACE ADVISORS | Jul 13, 2018 | Jul 13, 2018 | 0 | Bulk transfer | Ibd to new firm |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | STRATEGIC ADVISERS LLC | Sep 5, 2017 | Sep 27, 2017 | 22 | Firm change | Wirehouse to ibd |
| CONCOURSE FINANCIAL GROUP ADVISORS | MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | May 23, 2017 | Apr 27, 2017 | -26 | Firm change | Other |
| WADDELL & REED | CONCOURSE FINANCIAL GROUP ADVISORS | Jun 25, 2015 | Aug 18, 2015 | 54 | Firm change | Other |