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Advisor at STRATEGIC ADVISERS LLC
SAN FRANCISCO, CA
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 | SAN FRANCISCO, CA | Current employment |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | Former SEC adviser | Aug 12, 2020 | Mar 31, 2025 | no | BURLINGAME, CA | Previous registration |
| EDWARD JONES | National bd RIA | Jan 22, 2019 | Jul 16, 2020 | no | SAN MATEO, CA|San Mateo, CA|ST LOUIS, MO|HALF MOON BAY, CA | 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 |
| EDWARD JONES | FIDELITY PERSONAL AND WORKPLACE ADVISORS | Jul 16, 2020 | Aug 12, 2020 | 27 | Firm change | Ibd to ibd |