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Advisor at STRATEGIC ADVISERS LLC
GOLD RIVER, CA | FOLSOM, CA
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 | GOLD RIVER, CA|FOLSOM, CA | Current employment |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | Former SEC adviser | Apr 15, 2019 | Mar 31, 2025 | no | FOLSOM, CA | Previous registration |
| MORGAN STANLEY | Wirehouse | Jan 25, 2017 | Nov 19, 2018 | no | SOUTH JORDAN, UT | Previous registration |
| EDWARD JONES | National bd RIA | Aug 9, 2016 | Jan 9, 2017 | no | DRAPER, UT|Draper, UT|ST LOUIS, MO | Previous registration |
| WELLS FARGO ADVISORS | Wirehouse | Oct 2, 2013 | Aug 3, 2016 | no | SALT LAKE CITY, UT|WEST VALLEY CITY, UT|SALT LAKE CITY, UT|SALT LAKE CITY, UT | 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 |
| MORGAN STANLEY | FIDELITY PERSONAL AND WORKPLACE ADVISORS | Nov 19, 2018 | Apr 15, 2019 | 147 | Firm change | Wirehouse to ibd |
| EDWARD JONES | MORGAN STANLEY | Jan 9, 2017 | Jan 25, 2017 | 16 | Firm change | Ibd to wirehouse |
| WELLS FARGO ADVISORS | EDWARD JONES | Aug 3, 2016 | Aug 9, 2016 | 6 | Firm change | Wirehouse to ibd |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 149777:288590:UT:2018-11-19 | Nov 19, 2018 | Apr 15, 2019 | SOUTH JORDAN, UT | Firm change |