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Advisor at STRATEGIC ADVISERS LLC
HUNTINGTON BEACH, 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 | Dec 18, 2025 | n/a | yes | HUNTINGTON BEACH, CA | Current employment |
| GLOBAL RETIREMENT PARTNERS LLC | Institutional manager | Mar 12, 2025 | Aug 18, 2025 | no | Long Beach, CA|SAN RAFAEL, CA | Previous registration |
| EQUITABLE ADVISORS, LLC | National bd RIA | Sep 27, 2024 | Feb 24, 2025 | no | LOS ANGELES, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | STRATEGIC ADVISERS LLC | Aug 18, 2025 | Dec 18, 2025 | 122 | Firm change | Other |
| EQUITABLE ADVISORS, LLC | GLOBAL RETIREMENT PARTNERS LLC | Feb 24, 2025 | Mar 12, 2025 | 16 | Firm change | Other |