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Advisor at STRATEGIC ADVISERS LLC
SEAL BEACH, CA | LONG BEACH, CA
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 | LONG BEACH, CA|SEAL BEACH, CA | Current employment |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | Former SEC adviser | Sep 28, 2021 | Mar 31, 2025 | no | LONG BEACH, CA | Previous registration |
| EDWARD JONES | National bd RIA | Apr 25, 2019 | May 28, 2020 | no | Benicia, CA|ST LOUIS, MO|TEMPE, AZ|Tempe, AZ|LOS ALAMITOS, 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 |
| EDWARD JONES | FIDELITY PERSONAL AND WORKPLACE ADVISORS | May 28, 2020 | Sep 28, 2021 | 488 | Firm change after gap | Ibd to ibd |