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Advisor at STRATEGIC ADVISERS LLC
DOUGLASVILLE, GA
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 | DOUGLASVILLE, GA | Current employment |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | Former SEC adviser | Jul 21, 2021 | Mar 31, 2025 | no | DOUGLASVILLE, GA | Previous registration |
| LINCOLN INVESTMENT | Independent wealth | Sep 23, 2013 | Apr 23, 2021 | no | ATLANTA, GA|DOUGLASVILLE, GA|Douglasville, GA|Douglasville, GA | Previous registration |
| VALIC FINANCIAL ADVISORS, INC. | Bd affiliated wealth | Jun 1, 2011 | Jul 3, 2013 | no | ATLANTA, GA | Previous registration |
| QUESTAR ASSET MANAGEMENT, INC. | Former SEC adviser | Jul 13, 2010 | Feb 24, 2011 | no | MINNEAPOLIS, MN | Previous registration |
| SUNTRUST INVESTMENT SERVICES, INC. | Former SEC adviser | Jan 18, 2006 | Nov 2, 2009 | no | AUSTELL, GA|MARIETTA, GA|MARIETTA, GA|MARIETTA, GA|SMYRNA, GA|POWDER SPRINGS, GA|MARIETTA, GA|KENNESAW, GA|KENNESAW, GA|MARIETTA, GA|MARIETTA, GA|ATLANTA, GA|MARIETTA, GA | Previous registration |
| BANC OF AMERICA INVESTMENT SERVICES, INC. | n/a | Dec 11, 2000 | Dec 15, 2005 | no | WASHINGTON, DC | 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 |
| LINCOLN INVESTMENT | FIDELITY PERSONAL AND WORKPLACE ADVISORS | Apr 23, 2021 | Jul 21, 2021 | 89 | Firm change | Ibd to ibd |
| VALIC FINANCIAL ADVISORS, INC. | LINCOLN INVESTMENT | Jul 3, 2013 | Sep 23, 2013 | 82 | Firm change | Other |
| QUESTAR ASSET MANAGEMENT, INC. | VALIC FINANCIAL ADVISORS, INC. | Feb 24, 2011 | Jun 1, 2011 | 97 | Firm change | Other |
| SUNTRUST INVESTMENT SERVICES, INC. | QUESTAR ASSET MANAGEMENT, INC. | Nov 2, 2009 | Jul 13, 2010 | 253 | Firm change | Other |
| BANC OF AMERICA INVESTMENT SERVICES, INC. | SUNTRUST INVESTMENT SERVICES, INC. | Dec 15, 2005 | Jan 18, 2006 | 34 | Firm change | Other |