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Advisor at STRATEGIC ADVISERS LLC
GASTONIA, NC | CHARLOTTE, NC
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 | GASTONIA, NC|CHARLOTTE, NC | Current employment |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | Former SEC adviser | Jun 6, 2022 | Mar 31, 2025 | no | CHARLOTTE, NC | Previous registration |
| ALIGHT FINANCIAL ADVISORS, LLC | Independent wealth | Apr 27, 2015 | Mar 23, 2022 | no | CHARLOTTE, NC | 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 |
| ALIGHT FINANCIAL ADVISORS, LLC | FIDELITY PERSONAL AND WORKPLACE ADVISORS | Mar 23, 2022 | Jun 6, 2022 | 75 | Firm change | RIA to ibd |