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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)19 years in industry

ANGELA OSBORNE

Advisor at STRATEGIC ADVISERS LLC

SAINT LOUIS, MO, MO

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Search this name across graphsid dfx:ria:51a9156d-22d8-626a-ca0d-ed1b2de6a4aa

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 2:52 PM UTC and rebuilt at most every 15 minutes.

Relationships: 10
Dated events: 0
On other graphs: 0
Observed: Oct 6, 2011 to Sep 14, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: STRATEGIC ADVISERS LLC
Current firm class: national broker-dealer RIAderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Nov 30, 2006earliest registration or exam on IAPD
Years in industry: 19derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 9
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S63|S65
First exam: Nov 30, 2006
First registration: Oct 6, 2011
Dual registered: yes, broker-dealer
Other names: ANGELA MARIE BISHOP|ANGELA MARIE OSBORNE|Angela Osborne
IAPD individual key: 4142854

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
STRATEGIC ADVISERS LLC	National bd RIA	Mar 31, 2025	n/a	yes	SAINT LOUIS, MO, MO	Current employment
FIDELITY PERSONAL AND WORKPLACE ADVISORS	Former SEC adviser	Jul 26, 2021	Mar 31, 2025	no	COVINGTON, KY	Previous registration
FIDELITY PERSONAL AND WORKPLACE ADVISORS	Former SEC adviser	Jul 13, 2018	Aug 7, 2019	no	BOSTON, MA	Previous registration
STRATEGIC ADVISERS LLC	National bd RIA	Mar 17, 2017	Jul 13, 2018	no	CHESTERFIELD, MO	Previous registration
EDWARD JONES	National bd RIA	Oct 8, 2015	Feb 21, 2017	no	ST. LOUIS, MO\|SHREWSBURY, MO\|ST LOUIS, MO\|ST LOUIS, MO	Previous registration
LOCKTON INVESTMENT ADVISORS, LLC	No RAUM reported	Mar 27, 2015	Sep 23, 2015	no	ST LOUIS, MO\|OVERLAND PARK, KS	Previous registration
EDWARD JONES	National bd RIA	Jul 31, 2014	Mar 18, 2015	no	ST. LOUIS, MO	Previous registration
STANCORP INVESTMENT ADVISERS, INC.	Other adviser	Jul 2, 2013	Mar 31, 2014	no	ST. LOUIS, MO	Previous registration
PLANCORP, LLC	Independent wealth	Oct 24, 2012	May 28, 2013	no	SAINT LOUIS, MO	Previous registration
STANCORP INVESTMENT ADVISERS, INC.	Other adviser	Oct 6, 2011	Sep 18, 2012	no	PORTLAND, OR	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

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
STRATEGIC ADVISERS LLC	FIDELITY PERSONAL AND WORKPLACE ADVISORS	Jul 13, 2018	Jul 13, 2018	0	Bulk transfer	Ibd to new firm
EDWARD JONES	STRATEGIC ADVISERS LLC	Feb 21, 2017	Mar 17, 2017	24	Firm change	Ibd to ibd
LOCKTON INVESTMENT ADVISORS, LLC	EDWARD JONES	Sep 23, 2015	Oct 8, 2015	15	Firm change	Other
EDWARD JONES	LOCKTON INVESTMENT ADVISORS, LLC	Mar 18, 2015	Mar 27, 2015	9	Firm change	Other
STANCORP INVESTMENT ADVISERS, INC.	EDWARD JONES	Mar 31, 2014	Jul 31, 2014	122	Firm change	Other
PLANCORP, LLC	STANCORP INVESTMENT ADVISERS, INC.	May 28, 2013	Jul 2, 2013	35	Firm change	Other
STANCORP INVESTMENT ADVISERS, INC.	PLANCORP, LLC	Sep 18, 2012	Oct 24, 2012	36	Firm change	Other

Relationships

Registered with (6)

→ STRATEGIC ADVISERS LLCRegistered adviserregistration: previous registration
Mar 17, 2017 to Jul 13, 2018factForm ADV
→ FIDELITY PERSONAL AND WORKPLACE ADVISORSRegistered adviserregistration: previous registration
Jul 26, 2021 to Mar 31, 2025factForm ADV
→ EDWARD JONESRegistered adviserregistration: previous registration
Oct 8, 2015 to Feb 21, 2017factForm ADV
→ LOCKTON INVESTMENT ADVISORS, LLCRegistered adviserregistration: previous registration
Mar 27, 2015 to Sep 23, 2015factForm ADV
→ STANCORP INVESTMENT ADVISERS, INC.Registered adviserregistration: previous registration
Jul 2, 2013 to Mar 31, 2014factForm ADV
→ PLANCORP, LLCRegistered adviserregistration: previous registration
Oct 24, 2012 to May 28, 2013factForm ADV

Dated events

No dated event names this entity yet.