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Advisor at STRATEGIC ADVISERS LLC
CRANBERRY TOWNSHIP, PA | CRANBERRY TWP, PA
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 | CRANBERRY TWP, PA|CRANBERRY TOWNSHIP, PA | Current employment |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | Former SEC adviser | Jun 11, 2020 | Mar 31, 2025 | no | CRANBERRY TOWNSHIP, PA | Previous registration |
| E*TRADE CAPITAL MANAGEMENT, LLC | Former SEC adviser | Nov 1, 2019 | May 19, 2020 | no | Morristown, NJ|ARLINGTON, VA | Previous registration |
| CHARLES SCHWAB & CO., INC. | National bd RIA | Feb 1, 2016 | Nov 7, 2019 | no | Indianapolis, IN|Lone Tree, CO|Pittsburgh, PA|Cranberry Township, PA | 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 |
| E*TRADE CAPITAL MANAGEMENT, LLC | FIDELITY PERSONAL AND WORKPLACE ADVISORS | May 19, 2020 | Jun 11, 2020 | 23 | Firm change | RIA to ibd |
| CHARLES SCHWAB & CO., INC. | E*TRADE CAPITAL MANAGEMENT, LLC | Nov 7, 2019 | Nov 1, 2019 | -6 | Firm change | Ibd to RIA |