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Advisor at STRATEGIC ADVISERS LLC
LUTHERVILLE-TIMONIUM, MD | TOWSON, MD
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 | TOWSON, MD|LUTHERVILLE-TIMONIUM, MD | Current employment |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | Former SEC adviser | Nov 30, 2021 | Mar 31, 2025 | no | TOWSON, MD | Previous registration |
| WMS PARTNERS, LLC | Former SEC adviser | Nov 2, 2018 | Nov 16, 2020 | no | TOWSON, MD | Previous registration |
| PLANNING SOLUTIONS GROUP, LLC | Former SEC adviser | Jul 17, 2018 | Aug 30, 2018 | no | FULTON, MD | Previous registration |
| MML INVESTORS SERVICES, LLC | Bd affiliated wealth | Oct 12, 2016 | Jun 20, 2018 | no | HUNT VALLEY, MD | 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 |
| WMS PARTNERS, LLC | FIDELITY PERSONAL AND WORKPLACE ADVISORS | Nov 16, 2020 | Nov 30, 2021 | 379 | Firm change | RIA to ibd |
| PLANNING SOLUTIONS GROUP, LLC | WMS PARTNERS, LLC | Aug 30, 2018 | Nov 2, 2018 | 64 | Firm change | RIA to RIA |
| MML INVESTORS SERVICES, LLC | PLANNING SOLUTIONS GROUP, LLC | Jun 20, 2018 | Jul 17, 2018 | 27 | Firm change | Ibd to RIA |