DFX Intelligence

Data Factory

RIA / WealthAdvisor22 years in industry

BRADLEY D. BOOGREN

Advisor at MARINER INDEPENDENT

Milford, MI | Flushing, MI

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:5a0ebff8-6b11-dbb1-b3f6-30ae516f2ba5

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 5:53 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Jun 4, 2010 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: MARINER INDEPENDENT
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jan 21, 2004earliest registration or exam on IAPD
Years in industry: 22derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Exams: S65|S63|S66
First exam: Jan 21, 2004
First registration: Jun 4, 2010
Dual registered: no
Other names: BRADLEY D BOOGREN|BRADLEY DAVID BOOGREN
IAPD individual key: 4509326

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
MARINER INDEPENDENT	Independent wealth	Aug 25, 2026	n/a	yes	Flushing, MI\|Milford, MI	Current employment
STRATEGIC ADVISERS LLC	National bd RIA	Mar 31, 2025	Jun 17, 2026	no	GRAND BLANC, MI\|FLUSHING, MI\|BOSTON, MA	Previous registration
FIDELITY PERSONAL AND WORKPLACE ADVISORS	Former SEC adviser	Jul 13, 2018	Mar 31, 2025	no	BOSTON, MA\|FLUSHING, MI\|GRAND BLANC, MI	Previous registration
STRATEGIC ADVISERS LLC	National bd RIA	Jun 4, 2010	Jul 13, 2018	no	FARMINGTON, MI\|BIRMINGHAM, MI\|FLINT, MI\|GRAND BLANC, MI	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
STRATEGIC ADVISERS LLC	MARINER INDEPENDENT	Jun 17, 2026	Aug 25, 2026	69	Firm change	Ibd to RIA
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

Relationships

Registered with (3)

→ MARINER INDEPENDENTRegistered adviserregistration: current employment
Aug 25, 2026 to presentfactForm ADV
→ STRATEGIC ADVISERS LLCRegistered adviserregistration: previous registration
Mar 31, 2025 to Jun 17, 2026factForm ADV
→ FIDELITY PERSONAL AND WORKPLACE ADVISORSRegistered adviserregistration: previous registration
Jul 13, 2018 to Mar 31, 2025factForm ADV

Dated events

Occurred
Jun 17, 2026
Advisor changed firm
Bradley D. Boogren left Strategic Advisers Llc for Mariner Independent (registered 2026-08-25)
Form ADVobserved 6 days ago