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Advisor at STRATEGIC ADVISERS LLC
OVERLAND PARK, KS | LEAWOOD, KS
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 | OVERLAND PARK, KS|LEAWOOD, KS | Current employment |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | Former SEC adviser | Jan 18, 2022 | Mar 31, 2025 | no | OVERLAND PARK, KS | Previous registration |
| MML INVESTORS SERVICES, LLC | Bd affiliated wealth | Jul 7, 2020 | Dec 8, 2021 | no | Kansas City, MO | Previous registration |
| Mariner | Bd affiliated wealth | Jul 9, 2018 | May 6, 2020 | no | OVERLAND PARK, KS | 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 |
| MML INVESTORS SERVICES, LLC | FIDELITY PERSONAL AND WORKPLACE ADVISORS | Dec 8, 2021 | Jan 18, 2022 | 41 | Firm change | Ibd to ibd |
| Mariner | MML INVESTORS SERVICES, LLC | May 6, 2020 | Jul 7, 2020 | 62 | Firm change | Ibd to ibd |