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Advisor at STRATEGIC ADVISERS LLC
BALTIMORE, MD | ROCKVILLE, MD
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 8, 2025 | n/a | yes | BALTIMORE, MD|ROCKVILLE, MD | Current employment |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Oct 21, 2023 | Feb 18, 2025 | no | LUTHERVILLE, MD|BALTIMORE, MD|BALTIMORE, MD|NEW YORK, NY|Baltimore, MD|COLUMBIA, MD|HUNT VALLEY, MD | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | STRATEGIC ADVISERS LLC | Feb 18, 2025 | Apr 8, 2025 | 49 | Firm change | Wirehouse to ibd |