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Advisor at STRATEGIC ADVISERS LLC
ALTON, NH | MERRIMACK, NH
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 | MERRIMACK, NH|ALTON, NH | Current employment |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | Former SEC adviser | Nov 24, 2021 | Mar 31, 2025 | no | MERRIMACK, NH | Previous registration |
| BANKERS LIFE ADVISORY SERVICES, INC. | Bd affiliated wealth | Apr 16, 2018 | Oct 6, 2021 | no | Concord, NH|CHICAGO, IL | 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 |
| BANKERS LIFE ADVISORY SERVICES, INC. | FIDELITY PERSONAL AND WORKPLACE ADVISORS | Oct 6, 2021 | Nov 24, 2021 | 49 | Firm change | Ibd to ibd |