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Advisor at STRATEGIC ADVISERS LLC
LEESBURG, VA | ASHBURN, VA
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 | LEESBURG, VA|ASHBURN, VA | Current employment |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | Former SEC adviser | Jun 16, 2020 | Mar 31, 2025 | no | LANSDOWNE, VA | Previous registration |
| TD AMERITRADE INVESTMENT MANAGEMENT, LLC | Former SEC adviser | Apr 26, 2019 | May 27, 2020 | no | Vienna, VA|Ashburn, VA | Previous registration |
| TD AMERITRADE, INC. | Former SEC adviser | Apr 12, 2019 | May 27, 2020 | no | VIENNA, VA|Leesburg, VA | Previous registration |
| EAGLE STRATEGIES LLC | Bd affiliated wealth | Aug 15, 2018 | Apr 2, 2019 | no | BETHESDA, MD | 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 |
| TD AMERITRADE INVESTMENT MANAGEMENT, LLC | FIDELITY PERSONAL AND WORKPLACE ADVISORS | May 27, 2020 | Jun 16, 2020 | 20 | Firm change | RIA to ibd |
| TD AMERITRADE, INC. | TD AMERITRADE INVESTMENT MANAGEMENT, LLC | May 27, 2020 | Apr 26, 2019 | -397 | Channel change | Other |
| EAGLE STRATEGIES LLC | TD AMERITRADE, INC. | Apr 2, 2019 | Apr 12, 2019 | 10 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 111514:288590:VA:2020-05-27 | May 27, 2020 | Jun 16, 2020 | ASHBURN, VA | Firm change |
| 7870:111514:VA:2020-05-27 | May 27, 2020 | Apr 26, 2019 | LEESBURG, VA | Firm change after gap |