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Advisor at STRATEGIC ADVISERS LLC
BEL AIR, MD
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 | BEL AIR, MD | Current employment |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | Former SEC adviser | Jan 23, 2024 | Mar 31, 2025 | no | GRAIN VALLEY, MO | Previous registration |
| EQUITABLE ADVISORS, LLC | National bd RIA | Nov 29, 2022 | Mar 10, 2023 | no | OVERLAND PARK, KS | 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 |
| EQUITABLE ADVISORS, LLC | FIDELITY PERSONAL AND WORKPLACE ADVISORS | Mar 10, 2023 | Jan 23, 2024 | 319 | Firm change | Ibd to ibd |