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Advisor at SAND HILL GLOBAL ADVISORS, LLC
PALO ALTO, 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 |
|---|---|---|---|---|---|---|
| SAND HILL GLOBAL ADVISORS, LLC | Independent wealth | Sep 15, 2026 | n/a | yes | PALO ALTO, CA | Current employment |
| STRATEGIC ADVISERS LLC | National bd RIA | Sep 19, 2025 | Jul 11, 2026 | no | SUNNYVALE, CA|SANTA CLARA, CA|SUNNYVALE, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| STRATEGIC ADVISERS LLC | SAND HILL GLOBAL ADVISORS, LLC | Jul 11, 2026 | Sep 15, 2026 | 66 | Firm change | Ibd to RIA |