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Advisor at STRATEGIC ADVISERS LLC
SARASOTA, FL | MYAKKA CITY, 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 | MYAKKA CITY, FL|SARASOTA, FL | Current employment |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | Former SEC adviser | Jul 13, 2018 | Mar 31, 2025 | no | BOSTON, MA|SARASOTA, FL | Previous registration |
| STRATEGIC ADVISERS LLC | National bd RIA | May 17, 2017 | Jul 13, 2018 | no | THOUSAND OAKS, CA | Previous registration |
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | Bd affiliated wealth | Jun 17, 2009 | Jan 30, 2012 | no | FORT BRAGG, CA | Previous registration |
| WELLS FARGO ADVISORS | Wirehouse | Mar 20, 2006 | Jun 2, 2009 | no | FORT BRAGG, CA | 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 |
| STRATEGIC ADVISERS LLC | FIDELITY PERSONAL AND WORKPLACE ADVISORS | Jul 13, 2018 | Jul 13, 2018 | 0 | Bulk transfer | Ibd to new firm |
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | STRATEGIC ADVISERS LLC | Jan 30, 2012 | May 17, 2017 | 1,934 | Firm change after gap | Other |
| WELLS FARGO ADVISORS | RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | Jun 2, 2009 | Jun 17, 2009 | 15 | Firm change | Other |