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Advisor at STRATEGIC ADVISERS LLC
LEWIS CENTER, OH
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 | Sep 11, 2026 | n/a | yes | LEWIS CENTER, OH | Current employment |
| MORGAN STANLEY | Wirehouse | Apr 11, 2022 | Jan 11, 2024 | no | Columbus, OH | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MORGAN STANLEY | STRATEGIC ADVISERS LLC | Jan 11, 2024 | Sep 11, 2026 | 974 | Firm change after gap | Wirehouse to ibd |