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Advisor at STRATEGIC ADVISERS LLC
FISHERSVILLE, VA
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 | FISHERSVILLE, VA | Current employment |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | Former SEC adviser | Jul 8, 2021 | Mar 31, 2025 | no | COVINGTON, KY | Previous registration |
| CHARLES SCHWAB & CO., INC. | National bd RIA | Aug 30, 2019 | Apr 30, 2021 | no | Glen Allen, VA|Charlottesville, VA | Previous registration |
| AMERIPRISE FINANCIAL SERVICES, LLC | National bd RIA | Jun 1, 2018 | Aug 8, 2019 | no | Charlottesville, VA|Waynesboro, VA|Harrisonburg, VA | Previous registration |
| LPL FINANCIAL LLC | Bd affiliated wealth | Nov 2, 2017 | Feb 12, 2018 | no | WAYNESBORO, VA | Previous registration |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Sep 12, 2016 | Oct 9, 2017 | no | CHARLOTTESVILLE, VA | 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 |
| CHARLES SCHWAB & CO., INC. | FIDELITY PERSONAL AND WORKPLACE ADVISORS | Apr 30, 2021 | Jul 8, 2021 | 69 | Firm change | Ibd to ibd |
| AMERIPRISE FINANCIAL SERVICES, LLC | CHARLES SCHWAB & CO., INC. | Aug 8, 2019 | Aug 30, 2019 | 22 | Firm change | Ibd to ibd |
| LPL FINANCIAL LLC | AMERIPRISE FINANCIAL SERVICES, LLC | Feb 12, 2018 | Jun 1, 2018 | 109 | Firm change | RIA to ibd |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | LPL FINANCIAL LLC | Oct 9, 2017 | Nov 2, 2017 | 24 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 5393:288590:VA:2021-04-30 | Apr 30, 2021 | Jul 8, 2021 | CHARLOTTESVILLE, VA | Firm change |