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Advisor at STRATEGIC ADVISERS LLC
MOUNTAIN VIEW, CA | SANTA CLARA, CA
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 | MOUNTAIN VIEW, CA|SANTA CLARA, CA | Current employment |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | Former SEC adviser | Jul 14, 2022 | Mar 31, 2025 | no | MOUNTAIN VIEW, CA | Previous registration |
| J.P. MORGAN SECURITIES LLC | Wirehouse | Jul 10, 2020 | Jun 22, 2022 | no | LOS ALTOS, CA|MOUNTAIN VIEW, CA|REDWOOD CITY, 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 |
| J.P. MORGAN SECURITIES LLC | FIDELITY PERSONAL AND WORKPLACE ADVISORS | Jun 22, 2022 | Jul 14, 2022 | 22 | Firm change | Wirehouse to ibd |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 79:288590:CA:2022-06-18 | Jun 22, 2022 | Jul 14, 2022 | MOUNTAIN VIEW, CA | Firm change |