DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at STRATEGIC ADVISERS LLC
JACKSONVILLE, 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 |
|---|---|---|---|---|---|---|
| STRATEGIC ADVISERS LLC | National bd RIA | Mar 31, 2025 | n/a | yes | JACKSONVILLE, FL|JACKSONVILLE, FL | Current employment |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | Former SEC adviser | Feb 11, 2023 | Mar 31, 2025 | no | JACKSONVILLE, FL | Previous registration |
| FIRST COMMAND ADVISORY SERVICES | Bd affiliated wealth | Jan 18, 2022 | Sep 8, 2022 | no | FORT WORTH, TX|Jacksonville Beach, FL | Previous registration |
| FIRST COMMAND ADVISORY SERVICES | Bd affiliated wealth | Oct 31, 2019 | Jul 28, 2021 | no | FORT WORTH, TX|San Diego, CA|Orange Park, FL|Jacksonville Beach, FL | 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 |
| FIRST COMMAND ADVISORY SERVICES | FIDELITY PERSONAL AND WORKPLACE ADVISORS | Sep 8, 2022 | Feb 11, 2023 | 156 | Firm change | Ibd to ibd |