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Advisor at STRATEGIC ADVISERS LLC
ROYAL OAK, MI
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 3, 2026 | n/a | yes | ROYAL OAK, MI | Current employment |
| CHARLES SCHWAB & CO., INC. | National bd RIA | Oct 14, 2019 | Jun 5, 2020 | no | Fort Worth, TX|Westlake, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CHARLES SCHWAB & CO., INC. | STRATEGIC ADVISERS LLC | Jun 5, 2020 | Mar 3, 2026 | 2,097 | Firm change after gap | Ibd to ibd |