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Advisor at STRATEGIC ADVISERS LLC
COLORADO SPRINGS, CO
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 | COLORADO SPRINGS, CO|COLORADO SPRINGS, CO | Current employment |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | Former SEC adviser | Aug 25, 2023 | Mar 31, 2025 | no | COLORADO SPRINGS, CO | Previous registration |
| EMPOWER ADVISORY GROUP, LLC | Bd affiliated wealth | Feb 9, 2022 | Jul 9, 2023 | no | Colorado Springs, CO|GREENWOOD VILLAGE, CO | Previous registration |
| T. ROWE PRICE ADVISORY SERVICES, INC. | Bd affiliated wealth | Mar 13, 2019 | Jan 25, 2022 | no | COLORADO SPRINGS, CO | 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 |
| EMPOWER ADVISORY GROUP, LLC | FIDELITY PERSONAL AND WORKPLACE ADVISORS | Jul 9, 2023 | Aug 25, 2023 | 47 | Firm change | Ibd to ibd |
| T. ROWE PRICE ADVISORY SERVICES, INC. | EMPOWER ADVISORY GROUP, LLC | Jan 25, 2022 | Feb 9, 2022 | 15 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 108958:112058:CO:2022-01-25 | Jan 25, 2022 | Feb 9, 2022 | COLORADO SPRINGS, CO | Firm change |