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Advisor at STRATEGIC ADVISERS LLC
PITTSBURGH, PA
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 | PITTSBURGH, PA|PITTSBURGH, PA | Current employment |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | Former SEC adviser | Oct 25, 2023 | Mar 31, 2025 | no | PITTSBURGH, PA | Previous registration |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Sep 21, 2020 | Oct 9, 2023 | no | PITTSBURGH, PA | Previous registration |
| EDWARD JONES | National bd RIA | Dec 16, 2019 | Jun 29, 2020 | no | Pittsburgh, PA|ST LOUIS, MO|PITTSBURGH, PA | 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 |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | FIDELITY PERSONAL AND WORKPLACE ADVISORS | Oct 9, 2023 | Oct 25, 2023 | 16 | Firm change | Wirehouse to ibd |
| EDWARD JONES | MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Jun 29, 2020 | Sep 21, 2020 | 84 | Firm change | Ibd to wirehouse |