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Advisor at STRATEGIC ADVISERS LLC
GREENVILLE, SC
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 | Jul 17, 2026 | n/a | yes | GREENVILLE, SC|GREENVILLE, SC | Current employment |
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | Bd affiliated wealth | Sep 6, 2024 | Jun 24, 2026 | no | Greenville, SC | Previous registration |
| TILLY, INC. | State registered | May 13, 2022 | Jul 31, 2024 | no | Greenville, SC|RALEIGH, NC | Previous registration |
| THE FIDUCIARY ALLIANCE | Independent wealth | Nov 1, 2018 | Jun 30, 2021 | no | GREENVILLE, SC | Previous registration |
| PARK AVENUE SECURITIES LLC | Bd affiliated wealth | Jul 22, 2016 | Mar 15, 2017 | no | GREENVILLE, SC | Previous registration |
| NORTHWESTERN MUTUAL INVESTMENT SERVICES,LLC | No RAUM reported | Jan 6, 2012 | Apr 15, 2016 | no | GREENVILLE, SC | Previous registration |
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | Bd affiliated wealth | Jan 2, 2009 | Nov 21, 2011 | no | SAINT PETERSBURG, FL|FOUNTAIN INN, SC | Previous registration |
| RAYMOND JAMES FINANCIAL SERVICES, INC. | n/a | Jun 23, 2006 | Jan 2, 2009 | no | FOUNTAIN INN, SC|LAURENS, SC | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | STRATEGIC ADVISERS LLC | Jun 24, 2026 | Jul 17, 2026 | 23 | Firm change | Ibd to ibd |
| TILLY, INC. | RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | Jul 31, 2024 | Sep 6, 2024 | 37 | Firm change | Other |
| THE FIDUCIARY ALLIANCE | TILLY, INC. | Jun 30, 2021 | May 13, 2022 | 317 | Firm change | RIA to state RIA |
| PARK AVENUE SECURITIES LLC | THE FIDUCIARY ALLIANCE | Mar 15, 2017 | Nov 1, 2018 | 596 | Firm change after gap | Other |
| NORTHWESTERN MUTUAL INVESTMENT SERVICES,LLC | PARK AVENUE SECURITIES LLC | Apr 15, 2016 | Jul 22, 2016 | 98 | Firm change | Other |
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | NORTHWESTERN MUTUAL INVESTMENT SERVICES,LLC | Nov 21, 2011 | Jan 6, 2012 | 46 | Firm change | Other |
| RAYMOND JAMES FINANCIAL SERVICES, INC. | RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | Jan 2, 2009 | Jan 2, 2009 | 0 | Bulk transfer | Other |