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.

Current firm

STRATEGIC ADVISERS LLC

Current firm class

national broker-dealer RIAderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Jul 1, 2016earliest registration or exam on IAPD

Years in industry

10derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

2

Exams

S66

First exam

Apr 8, 2022

First registration

Apr 8, 2022

Dual registered

yes, broker-dealer

Other names

Nolan Wlock|NOLAN JEFFREY WLOCK

IAPD individual key

7470169

• Occurred

  Apr 30, 2025
  Advisor changed firm

  Nolan J. Wlock left Vanguard Advisers, Inc. for Strategic Advisers Llc (registered 2025-09-15)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:7f366eb7-3c24-e009-06c2-30f4274f58b3

First observed

Apr 8, 2022

Last observed

Sep 14, 2026 6 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.