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Advisor at STRATEGIC ADVISERS LLC
AYLETT, VA
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 | AYLETT, VA | Current employment |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | Former SEC adviser | Mar 23, 2022 | Mar 31, 2025 | no | AYLETT, VA | Previous registration |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | Bd affiliated wealth | Nov 16, 2017 | Feb 23, 2022 | no | Richmond, VA | Previous registration |
| 1ST GLOBAL ADVISORS INC | Former SEC adviser | Jun 21, 2010 | Nov 16, 2017 | no | RICHMOND, VA | 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 |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | FIDELITY PERSONAL AND WORKPLACE ADVISORS | Feb 23, 2022 | Mar 23, 2022 | 28 | Firm change | Ibd to ibd |
| 1ST GLOBAL ADVISORS INC | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | Nov 16, 2017 | Nov 16, 2017 | 0 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 111133:134139:VA:2017-11-16 | Nov 16, 2017 | Nov 16, 2017 | RICHMOND, VA | Firm change |