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Advisor at STRATEGIC ADVISERS LLC
COLLIERVILLE, TN | GERMANTOWN, TN
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 | GERMANTOWN, TN|COLLIERVILLE, TN | Current employment |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | Former SEC adviser | Sep 16, 2021 | Mar 31, 2025 | no | GERMANTOWN, TN | Previous registration |
| SORRENTO PACIFIC FINANCIAL, LLC | Former SEC adviser | Feb 20, 2019 | Oct 1, 2020 | no | Springfield, MA|SAN DIEGO, CA|Springfield, MA | Previous registration |
| CUSO FINANCIAL SERVICES, L.P. | Former SEC adviser | Feb 20, 2019 | Sep 25, 2020 | no | SAN DIEGO, CA|Springfield, MA|Springfeild, MA | Previous registration |
| J.P. MORGAN SECURITIES LLC | Wirehouse | Feb 11, 2013 | May 3, 2019 | no | STATEN ISLAND, NY|STATEN ISLAND, NY|Staten Island, NY|BROOKLYN, NY|BROOKLYN, NY|BROOKLYN, NY|BROOKLYN, NY|BROOKLYN, NY|BROOKLYN, NY|BROOKLYN, NY|BROOKLYN, NY|BROOKLYN, NY|BROOKLYN, NY|BROOKLYN, NY|BROOKLYN, NY|BROOKLYN, NY|BROOKLYN, NY|BROOKLYN, NY|BROOKLYN, NY|BROOKLYN, NY|BROOKLYN, NY|BROOKLYN, NY|BROOKLYN, NY|BROOKLYN, NY|BROOKLYN, NY|BROOKLYN, NY|BROOKLYN, NY|BROOKLYN, NY|BROOKLYN, NY|BROOKLYN, NY|BROOKLYN, NY|BROOKLYN, NY|BROOKLYN, NY|BROOKLYN, NY|BROOKLYN, NY|BROOKLYN, NY|BROOKLYN, NY|BROOKLYN, NY|Brooklyn, NY|BROOKLYN, NY|BROOKLYN, NY|BROOKLYN, NY|BROOKLYN, NY|BROOKLYN, NY|BROOKLYN, NY|BROOKLYN, NY|BROOKLYN, NY|BROOKLYN, NY|BROOKLYN, NY|BROOKLYN, NY|BROOKLYN, NY|BROOKLYN, NY|BROOKLYN, NY|BROOKLYN, NY|BROOKLYN, NY|BROOKLYN, NY|BROOKLYN, NY|BROOKLYN, NY|BROOKLYN, NY|BROOKLYN, NY|BROOKLYN, NY|BROOKLYN, NY|BROOKLYN, NY|BROOKLYN, NY|BROOKLYN, NY|BROOKLYN, NY|BROOKLYN, NY|BROOKLYN, NY|BROOKLYN, NY|BROOKLYN, NY|BROOKLYN, NY|BROOKLYN, NY|BROOKLYN, NY|BROOKLYN, NY|BROOKLYN, NY|BROOKLYN, NY|BROOKLYN, NY|BROOKLYN, NY|BROOKLYN, NY|BROOKLYN, NY|BROOKLYN, NY|BROOKLYN, NY|BROOKLYN, NY|BROOKLYN, NY|Brooklyn, NY|BROOKLYN, NY|Brooklyn, NY | Previous registration |
| CITIGROUP GLOBAL MARKETS INC. | Bd affiliated wealth | May 14, 2012 | Feb 25, 2013 | no | BROOKLYN, NY|BROOKLYN, NY|Long Island City, NY|Greenwich, CT | Previous registration |
| LPL FINANCIAL LLC | Bd affiliated wealth | Feb 17, 2010 | May 17, 2012 | no | STATEN ISLAND, NY|STATEN ISLAND, NY|STATEN ISLAND, NY | Previous registration |
| BB&T INVESTMENT SERVICES, INC. | Former SEC adviser | Jan 26, 2009 | Jul 16, 2009 | no | CHARLOTTE, NC|FAIRFAX, VA | Previous registration |
| BB&T INVESTMENT SERVICES, INC. | Former SEC adviser | Jul 9, 2008 | Dec 31, 2008 | no | CHARLOTTE, NC|FAIRFAX, VA | Previous registration |
| CITIGROUP GLOBAL MARKETS INC. | Bd affiliated wealth | May 29, 2007 | Jan 15, 2008 | no | WASHINGTON, DC | Previous registration |
| CITICORP INVESTMENT SERVICES | n/a | Feb 28, 2007 | May 29, 2007 | no | WASHINGTON, DC | Previous registration |
| UNITED BROKERAGE SERVICES INC | Bd affiliated wealth | Apr 18, 2005 | Feb 23, 2007 | no | LEESBURG, VA|CHARLES TOWN, WV|FAIRFAX, VA|CHANTILLY, VA|VIENNA, VA|GROTTOES, VA|ALEXANDRIA, VA|FALLS CHURCH, VA|BETHESDA, MD | Previous registration |
| SUMMIT FINANCIAL RESOURCES INC | Former SEC adviser | Jun 6, 2002 | Apr 15, 2005 | no | PARSIPPANY, NJ | Previous registration |
| SUMMIT EQUITIES INC | Former SEC adviser | May 23, 2002 | Apr 15, 2005 | no | PARSIPPANY, NJ | Previous registration |