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Advisor at STRATEGIC ADVISERS LLC
TAMPA, FL
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 | TAMPA, FL|TAMPA, FL | Current employment |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | Former SEC adviser | Apr 27, 2021 | Mar 31, 2025 | no | SEATTLE, WA | Previous registration |
| U.S. BANCORP INVESTMENTS, INC. | Former SEC adviser | Jul 23, 2019 | Mar 26, 2021 | no | Tacoma, WA|Federal Way, WA|Bellevue, WA|Seattle, WA | Previous registration |
| FIRST COMMAND ADVISORY SERVICES | Bd affiliated wealth | Sep 28, 2018 | Jul 22, 2019 | no | Dupont, WA|FORT WORTH, TX | 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 |
| U.S. BANCORP INVESTMENTS, INC. | FIDELITY PERSONAL AND WORKPLACE ADVISORS | Mar 26, 2021 | Apr 27, 2021 | 32 | Firm change | Ibd to ibd |
| FIRST COMMAND ADVISORY SERVICES | U.S. BANCORP INVESTMENTS, INC. | Jul 22, 2019 | Jul 23, 2019 | 1 | Firm change | Ibd to ibd |