DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at STRATEGIC ADVISERS LLC
CAMARILLO, CA | SANTA MONICA, 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 |
|---|---|---|---|---|---|---|
| STRATEGIC ADVISERS LLC | National bd RIA | Apr 23, 2026 | n/a | yes | CAMARILLO, CA|SANTA MONICA, CA | Current employment |
| GWN SECURITIES INC. | Bd affiliated wealth | Jun 27, 2024 | Mar 19, 2026 | no | Camarillo, CA|PASADENA, CA|PALM BEACH GARDENS, FL|PALM BEACH GARDENS, FL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| GWN SECURITIES INC. | STRATEGIC ADVISERS LLC | Mar 19, 2026 | Apr 23, 2026 | 35 | Firm change | Ibd to ibd |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 128929:104555:FL:2026-03-19 | Mar 19, 2026 | Apr 23, 2026 | PALM BEACH GARDENS, FL | Firm change |