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Advisor at STRATEGIC ADVISERS LLC
INDIAN TRAIL, NC
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 | May 13, 2025 | n/a | yes | INDIAN TRAIL, NC | Current employment |
| WELLS FARGO ADVISORS | Wirehouse | Oct 17, 2023 | May 31, 2024 | no | CHARLOTTE, NC | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| WELLS FARGO ADVISORS | STRATEGIC ADVISERS LLC | May 31, 2024 | May 13, 2025 | 347 | Firm change | Wirehouse to ibd |