DFX Intelligence

Data Factory

RIA / WealthAdvisordual registered (broker-dealer)10 years in industry

JOSHUA DAVID HARTMAN

Advisor at STRATEGIC ADVISERS LLC

NOVI, MI

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:db3d8ac5-61a8-4be5-cfef-652a9774d26d

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 10:11 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Sep 3, 2019 to Sep 14, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: STRATEGIC ADVISERS LLC
Current firm class: national broker-dealer RIAderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jul 1, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 2
Exams: S66
First exam: Aug 31, 2019
First registration: Sep 3, 2019
Dual registered: yes, broker-dealer
IAPD individual key: 7137639

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
STRATEGIC ADVISERS LLC	National bd RIA	Mar 31, 2025	n/a	yes	NOVI, MI\|NOVI, MI	Current employment
FIDELITY PERSONAL AND WORKPLACE ADVISORS	Former SEC adviser	Sep 28, 2021	Mar 31, 2025	no	ANN ARBOR, MI	Previous registration
OSAIC WEALTH, INC.	Bd affiliated wealth	Mar 27, 2020	Aug 3, 2021	no	SOUTHFIELD, MI	Previous registration
EDWARD JONES	National bd RIA	Sep 3, 2019	Mar 25, 2020	no	ST LOUIS, MO\|Ferndale, MI\|STERLING HEIGHTS, MI\|FERNDALE, MI	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

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
OSAIC WEALTH, INC.	FIDELITY PERSONAL AND WORKPLACE ADVISORS	Aug 3, 2021	Sep 28, 2021	56	Firm change	Ibd to ibd
EDWARD JONES	OSAIC WEALTH, INC.	Mar 25, 2020	Mar 27, 2020	2	Firm change	Ibd to ibd

Relationships

Registered with (4)

→ STRATEGIC ADVISERS LLCRegistered adviserregistration: current employment
Mar 31, 2025 to presentfactForm ADV
→ FIDELITY PERSONAL AND WORKPLACE ADVISORSRegistered adviserregistration: previous registration
Sep 28, 2021 to Mar 31, 2025factForm ADV
→ OSAIC WEALTH, INC.Registered adviserregistration: previous registration
Mar 27, 2020 to Aug 3, 2021factForm ADV
→ EDWARD JONESRegistered adviserregistration: previous registration
Sep 3, 2019 to Mar 25, 2020factForm ADV

Dated events

No dated event names this entity yet.