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RIA / WealthAdvisordual registered (broker-dealer)24 years in industry

GRANVILLE MARQUALE JORDAN

Advisor at STRATEGIC ADVISERS LLC

WOODBURY, MN

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Search this name across graphsid dfx:ria:c0a32172-4873-caab-a3ad-ed4f5eb2ff0d

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 4:12 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 0
On other graphs: 0
Observed: Jul 20, 2005 to Sep 14, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: STRATEGIC ADVISERS LLC
Current firm class: national broker-dealer RIAderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Oct 10, 2001earliest registration or exam on IAPD
Years in industry: 24derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 2
Exams: S63|S66|S65
First exam: Oct 10, 2001
First registration: Jul 20, 2005
Dual registered: yes, broker-dealer
Other names: GRANVILLE MARK JORDAN|MARK JORDAN
IAPD individual key: 4278489

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
STRATEGIC ADVISERS LLC	National bd RIA	Mar 31, 2025	n/a	yes	WOODBURY, MN	Current employment
FIDELITY PERSONAL AND WORKPLACE ADVISORS	Former SEC adviser	Feb 19, 2021	Mar 31, 2025	no	OAKDALE, MN	Previous registration
TRANSAMERICA RETIREMENT ADVISORS, LLC	Bd affiliated wealth	Apr 25, 2014	Jan 26, 2021	no	WOODBURY, MN	Previous registration
TD AMERITRADE INVESTMENT MANAGEMENT, LLC	Former SEC adviser	May 28, 2009	Nov 16, 2009	no	MINNEAPOLIS, MN	Previous registration
TD AMERITRADE, INC.	Former SEC adviser	May 28, 2009	Nov 16, 2009	no	Edina, MN	Previous registration
STRATEGIC ADVISERS LLC	National bd RIA	Jul 20, 2005	Aug 29, 2007	no	COVINGTON, KY	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

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
TRANSAMERICA RETIREMENT ADVISORS, LLC	FIDELITY PERSONAL AND WORKPLACE ADVISORS	Jan 26, 2021	Feb 19, 2021	24	Firm change	Ibd to ibd
TD AMERITRADE INVESTMENT MANAGEMENT, LLC	TD AMERITRADE, INC.	Nov 16, 2009	May 28, 2009	-172	Channel change	Other
TD AMERITRADE, INC.	TRANSAMERICA RETIREMENT ADVISORS, LLC	Nov 16, 2009	Apr 25, 2014	1,621	Firm change after gap	Other
STRATEGIC ADVISERS LLC	TD AMERITRADE INVESTMENT MANAGEMENT, LLC	Aug 29, 2007	May 28, 2009	638	Firm change after gap	Other

Relationships

Registered with (5)

→ STRATEGIC ADVISERS LLCRegistered adviserregistration: previous registration
Jul 20, 2005 to Aug 29, 2007factForm ADV
→ FIDELITY PERSONAL AND WORKPLACE ADVISORSRegistered adviserregistration: previous registration
Feb 19, 2021 to Mar 31, 2025factForm ADV
→ TRANSAMERICA RETIREMENT ADVISORS, LLCRegistered adviserregistration: previous registration
Apr 25, 2014 to Jan 26, 2021factForm ADV
→ TD AMERITRADE INVESTMENT MANAGEMENT, LLCRegistered adviserregistration: previous registration
May 28, 2009 to Nov 16, 2009factForm ADV
→ TD AMERITRADE, INC.Registered adviserregistration: previous registration
May 28, 2009 to Nov 16, 2009factForm ADV

Dated events

No dated event names this entity yet.