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Advisor at STRATEGIC ADVISERS LLC
LOS GATOS, CA | HAYWARD, 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 | Jul 23, 2025 | n/a | yes | HAYWARD, CA|LOS GATOS, CA | Current employment |
| WELLS FARGO ADVISORS | Wirehouse | Feb 22, 2023 | May 28, 2025 | no | MOUNTAIN VIEW, CA|SAN JOSE, CA|BELMONT, CA|PALO ALTO, CA|SAN CARLOS, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| WELLS FARGO ADVISORS | STRATEGIC ADVISERS LLC | May 28, 2025 | Jul 23, 2025 | 56 | Firm change | Wirehouse to ibd |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 19616:104555:CA:2025-05-28 | May 28, 2025 | Jul 23, 2025 | SAN CARLOS, CA | Firm change |