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Advisor at STRATEGIC ADVISERS LLC
MCFARLAND, WI
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 | MCFARLAND, WI | Current employment |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | Former SEC adviser | Apr 21, 2022 | Mar 31, 2025 | no | MCFARLAND, WI | Previous registration |
| AMERIPRISE FINANCIAL SERVICES, LLC | National bd RIA | Jan 21, 2019 | Nov 23, 2020 | no | Madison, WI | Previous registration |
| AMERIPRISE FINANCIAL SERVICES, LLC | National bd RIA | May 1, 2015 | Jan 8, 2019 | no | Madison, WI | Previous registration |
| EDWARD JONES | National bd RIA | Nov 25, 2014 | Apr 9, 2015 | no | ST LOUIS, MO|LODI, WI|MIDDLETON, WI | 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 |
| AMERIPRISE FINANCIAL SERVICES, LLC | FIDELITY PERSONAL AND WORKPLACE ADVISORS | Nov 23, 2020 | Apr 21, 2022 | 514 | Firm change after gap | Ibd to ibd |
| EDWARD JONES | AMERIPRISE FINANCIAL SERVICES, LLC | Apr 9, 2015 | May 1, 2015 | 22 | Firm change | Ibd to ibd |