DFX Intelligence

Data Factory

RIA / WealthAdvisordual registered (broker-dealer)18 years in industry

BRENDA JO KNUDSEN

Advisor at STRATEGIC ADVISERS LLC

MARTINEZ, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:8d9ad896-b1a8-27a2-8b0c-41eeba5e2ba1

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 4:57 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Nov 5, 2007 to Sep 14, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

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: Nov 2, 2007earliest registration or exam on IAPD
Years in industry: 18derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 2
Exams: S66
First exam: Nov 2, 2007
First registration: Nov 5, 2007
Dual registered: yes, broker-dealer
Other names: BRENDA JO SCHEIBEL|BRENDA JO SWENSON|BRENDA JO MILLER|BRENDA JO KNUDSEN|BRENDA JO SWENSON|Brenda Knudsen
IAPD individual key: 1267991

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
STRATEGIC ADVISERS LLC	National bd RIA	Mar 31, 2025	n/a	yes	MARTINEZ, CA	Current employment
FIDELITY PERSONAL AND WORKPLACE ADVISORS	Former SEC adviser	Feb 3, 2020	Mar 31, 2025	no	SAN FRANCISCO, CA	Previous registration
LUCIA CAPITAL GROUP	Former SEC adviser	Feb 8, 2012	Dec 13, 2019	no	SAN DIEGO, CA\|Martinez, CA	Previous registration
RBC CAPITAL MARKETS, LLC	National bd RIA	Nov 5, 2007	Apr 1, 2011	no	LA JOLLA, CA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

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
LUCIA CAPITAL GROUP	FIDELITY PERSONAL AND WORKPLACE ADVISORS	Dec 13, 2019	Feb 3, 2020	52	Firm change	RIA to ibd
RBC CAPITAL MARKETS, LLC	LUCIA CAPITAL GROUP	Apr 1, 2011	Feb 8, 2012	313	Firm change	Other

Relationships

Registered with (4)

→ STRATEGIC ADVISERS LLCRegistered adviserregistration: current employment
Mar 31, 2025 to presentfactForm ADV
→ FIDELITY PERSONAL AND WORKPLACE ADVISORSRegistered adviserregistration: previous registration
Feb 3, 2020 to Mar 31, 2025factForm ADV
→ LUCIA CAPITAL GROUPRegistered adviserregistration: previous registration
Feb 8, 2012 to Dec 13, 2019factForm ADV
→ RBC CAPITAL MARKETS, LLCRegistered adviserregistration: previous registration
Nov 5, 2007 to Apr 1, 2011factForm ADV

Dated events

No dated event names this entity yet.