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Advisor at STRATEGIC ADVISERS LLC
ARLINGTON, TX | DALLAS, TX
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 | DALLAS, TX|ARLINGTON, TX | Current employment |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | Former SEC adviser | Apr 16, 2019 | Mar 31, 2025 | no | WESTLAKE, TX | Previous registration |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Feb 17, 2012 | Apr 8, 2019 | no | FORT WORTH, TX | Previous registration |
| EDWARD JONES | National bd RIA | May 10, 2010 | Feb 22, 2012 | no | FT WORTH, TX|FORT WORTH, TX|ST LOUIS, MO | 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 |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | FIDELITY PERSONAL AND WORKPLACE ADVISORS | Apr 8, 2019 | Apr 16, 2019 | 8 | Firm change | Wirehouse to ibd |
| EDWARD JONES | MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Feb 22, 2012 | Feb 17, 2012 | -5 | Firm change | Ibd to wirehouse |