DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at SEIA
LOS ANGELES, CA | Sarasota, FL
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 |
|---|---|---|---|---|---|---|
| Seia | Bd affiliated wealth | Sep 1, 2026 | n/a | yes | Sarasota, FL|LOS ANGELES, CA | Current employment |
| STRATEGIC ADVISERS LLC | National bd RIA | Oct 30, 2013 | May 16, 2016 | no | JACKSONVILLE, FL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| STRATEGIC ADVISERS LLC | Seia | May 16, 2016 | Sep 1, 2026 | 3,760 | Firm change after gap | Ibd to ibd |