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Advisor at STRATEGIC ADVISERS LLC
SAN RAFAEL, 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 | Jun 2, 2025 | n/a | yes | SAN RAFAEL, CA | Current employment |
| MML INVESTORS SERVICES, LLC | Bd affiliated wealth | Oct 3, 2024 | Feb 7, 2025 | no | Santa Barbara, CA|NEW YORK, NY|PLEASANT HILL, CA|San Rafael, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MML INVESTORS SERVICES, LLC | STRATEGIC ADVISERS LLC | Feb 7, 2025 | Jun 2, 2025 | 115 | Firm change | Ibd to ibd |