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Advisor at MML INVESTORS SERVICES, LLC
Chesterfield, MO
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 |
|---|---|---|---|---|---|---|
| MML INVESTORS SERVICES, LLC | Bd affiliated wealth | Oct 29, 2025 | n/a | yes | Chesterfield, MO | Current employment |
| STRATEGIC ADVISERS LLC | National bd RIA | Mar 31, 2025 | Aug 2, 2025 | no | LAKE SAINT LOUIS, MO|CHESTERFIELD, MO|BOSTON, MA | Previous registration |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | Former SEC adviser | Dec 20, 2018 | Mar 31, 2025 | no | CHESTERFIELD, MO | Previous registration |
| ADVICE AND PLANNING SERVICES | Bd affiliated wealth | Feb 6, 2018 | Sep 11, 2018 | no | ST. LOUIS, MO | Previous registration |
| EVERBANK WEALTH MANAGEMENT | Former SEC adviser | May 13, 2015 | Dec 31, 2017 | no | ISLANDIA, NY|St. Louis, MO | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| STRATEGIC ADVISERS LLC | MML INVESTORS SERVICES, LLC | Aug 2, 2025 | Oct 29, 2025 | 88 | Firm change | Ibd to ibd |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | STRATEGIC ADVISERS LLC | Mar 31, 2025 | Mar 31, 2025 | 0 | Bulk transfer | Ibd to ibd |
| ADVICE AND PLANNING SERVICES | FIDELITY PERSONAL AND WORKPLACE ADVISORS | Sep 11, 2018 | Dec 20, 2018 | 100 | Firm change | Ibd to ibd |
| EVERBANK WEALTH MANAGEMENT | ADVICE AND PLANNING SERVICES | Dec 31, 2017 | Feb 6, 2018 | 37 | Channel change | Other |