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Advisor at STRATEGIC ADVISERS LLC
BOCA RATON, FL | MERRIMACK, NH
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 | MERRIMACK, NH|MERRIMACK, NH|BOCA RATON, FL | Current employment |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | Former SEC adviser | Apr 29, 2022 | Mar 31, 2025 | no | BOCA RATON, FL | Previous registration |
| SPEARHEAD CAPITAL ADVISORS, LLC | Former SEC adviser | Sep 24, 2013 | Nov 20, 2014 | no | WELLINGTON, FL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | STRATEGIC ADVISERS LLC | Mar 31, 2025 | Mar 31, 2025 | 0 | Bulk transfer | Ibd to ibd |
| SPEARHEAD CAPITAL ADVISORS, LLC | FIDELITY PERSONAL AND WORKPLACE ADVISORS | Nov 20, 2014 | Apr 29, 2022 | 2,717 | Firm change after gap | Other |