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Advisor at STRATEGIC ADVISERS LLC
CAMPBELL, CA | DALY CITY, 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 | Jan 22, 2026 | n/a | yes | CAMPBELL, CA|DALY CITY, CA | Current employment |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Apr 1, 2024 | Jun 11, 2025 | no | NEW YORK, NY|Half Moon Bay, CA|PALO ALTO, CA|HALF MOON BAY, CA|MOUNTAIN VIEW, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | STRATEGIC ADVISERS LLC | Jun 11, 2025 | Jan 22, 2026 | 225 | Firm change | Wirehouse to ibd |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 7691:104555:CA:2025-05-27 | Jun 11, 2025 | Jan 22, 2026 | MOUNTAIN VIEW, CA | Firm change |