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Advisor at STRATEGIC ADVISERS LLC
ATLANTA, GA | ATHENS, GA
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 | ATLANTA, GA|ATHENS, GA | Current employment |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | Former SEC adviser | Sep 7, 2021 | Mar 31, 2025 | no | ATLANTA, GA|JACKSONVILLE, FL | Previous registration |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Bd affiliated wealth | May 4, 2020 | Mar 24, 2021 | no | ATLANTA, GA|PLYMOUTH, MN | Previous registration |
| SECURIAN FINANCIAL SERVICES, INC. | Former SEC adviser | Apr 16, 2018 | Nov 26, 2019 | no | ATLANTA, GA | Previous registration |
| JOYN ADVISORS, INC. | Former SEC adviser | Apr 10, 2018 | Apr 30, 2020 | no | ATLANTA, GA | Previous registration |
| SYNOVUS SECURITIES, INC. | Bd affiliated wealth | Nov 18, 2014 | Mar 22, 2018 | no | ATLANTA, GA|COLUMBUS, GA|TUCKER, GA | Previous registration |
| WELLS FARGO ADVISORS | Wirehouse | Jul 31, 2013 | Nov 14, 2014 | no | CHESAPEAKE, VA|NORFOLK, VA|ATLANTA, GA|ATLANTA, GA | Previous registration |
| SUNTRUST INVESTMENT SERVICES, INC. | Former SEC adviser | Dec 13, 2011 | Nov 2, 2012 | no | ATLANTA, GA | 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 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | FIDELITY PERSONAL AND WORKPLACE ADVISORS | Mar 24, 2021 | Sep 7, 2021 | 167 | Firm change | Ibd to ibd |
| JOYN ADVISORS, INC. | SECURIAN FINANCIAL SERVICES, INC. | Apr 30, 2020 | Apr 16, 2018 | -745 | Firm change after gap | RIA to ibd |
| SECURIAN FINANCIAL SERVICES, INC. | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Nov 26, 2019 | May 4, 2020 | 160 | Firm change | Ibd to ibd |
| SYNOVUS SECURITIES, INC. | JOYN ADVISORS, INC. | Mar 22, 2018 | Apr 10, 2018 | 19 | Firm change | Other |
| WELLS FARGO ADVISORS | SYNOVUS SECURITIES, INC. | Nov 14, 2014 | Nov 18, 2014 | 4 | Firm change | Other |
| SUNTRUST INVESTMENT SERVICES, INC. | WELLS FARGO ADVISORS | Nov 2, 2012 | Jul 31, 2013 | 271 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 106725:15296:GA:2020-04-30 | Apr 30, 2020 | Apr 16, 2018 | ATLANTA, GA | Firm change after gap |
| 15296:116407:GA:2019-11-26 | Nov 26, 2019 | May 4, 2020 | ATLANTA, GA | Firm change |