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.

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

Jul 1, 2009earliest registration or exam on IAPD

Years in industry

17derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

2

Exams

S66|S63

First exam

Nov 1, 2024

First registration

Feb 11, 2026

Dual registered

yes, broker-dealer

Other names

Dana A Whittaker|Dana A Whittaker|Dana Allinger

IAPD individual key

7901284

• Occurred

  Mar 10, 2026
  Advisor changed firm

  Dana Allinger left Empower Advisory Group, Llc for Strategic Advisers Llc (registered 2026-04-16)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:2ccdec44-1f7f-c4bc-69c3-cce6b3c6b2ab

First observed

Feb 11, 2026

Last observed

Sep 15, 2026 4 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.