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Advisor at STRATEGIC ADVISERS LLC
COLUMBUS, OH | PATASKALA, OH
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 | COLUMBUS, OH|PATASKALA, OH | Current employment |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | Former SEC adviser | Dec 13, 2021 | Mar 31, 2025 | no | MERRIMACK, NH | Previous registration |
| AVANTAX ADVISORY SERVICES | Former SEC adviser | Oct 12, 2021 | Dec 3, 2021 | no | Johnstown, OH | Previous registration |
| LANDING POINT FINANCIAL GROUP | Independent wealth | Jul 15, 2021 | Sep 24, 2021 | no | AVON, OH | Previous registration |
| AMERIPRISE FINANCIAL SERVICES, LLC | National bd RIA | Jan 11, 2018 | Jun 21, 2021 | no | AVON, OH|Avon, OH|Avon, OH|AVON, OH|BELLEVUE, OH | 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 |
| AVANTAX ADVISORY SERVICES | FIDELITY PERSONAL AND WORKPLACE ADVISORS | Dec 3, 2021 | Dec 13, 2021 | 10 | Firm change | Ibd to ibd |
| LANDING POINT FINANCIAL GROUP | AVANTAX ADVISORY SERVICES | Sep 24, 2021 | Oct 12, 2021 | 18 | Firm change | RIA to ibd |
| AMERIPRISE FINANCIAL SERVICES, LLC | LANDING POINT FINANCIAL GROUP | Jun 21, 2021 | Jul 15, 2021 | 24 | Firm change | Ibd to new firm |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 6363:312978:OH:2021-06-21 | Jun 21, 2021 | Jul 15, 2021 | BELLEVUE, OH | Firm change |