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Advisor at STRATEGIC ADVISERS LLC
SALT LAKE CITY, UT | HERRIMAN, UT
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 | Sep 15, 2025 | n/a | yes | HERRIMAN, UT|SALT LAKE CITY, UT | Current employment |
| ALPHA WEALTH FUNDS, LLC | Mixed wealth | Jun 1, 2023 | Sep 20, 2024 | no | PARK CITY, UT | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| ALPHA WEALTH FUNDS, LLC | STRATEGIC ADVISERS LLC | Sep 20, 2024 | Sep 15, 2025 | 360 | Firm change | RIA to ibd |