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Advisor at STRATEGIC ADVISERS LLC
FORT LAUDEDALE, 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 | FORT LAUDEDALE, FL | Current employment |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | Former SEC adviser | Jun 5, 2021 | Mar 31, 2025 | no | JACKSONVILLE, FL | Previous registration |
| OPPENHEIMER & CO. INC. | Bd affiliated wealth | Jan 16, 2019 | Oct 12, 2020 | no | FORT LAUDERDALE, FL | Previous registration |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Jun 20, 2017 | Aug 17, 2018 | no | FORT LAUDERDALE, FL | Previous registration |
| CAMPBELL WILLIAMS, INC. | State registered | Jul 6, 2016 | Dec 22, 2016 | no | CORAL GABLES, FL | 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 |
| OPPENHEIMER & CO. INC. | FIDELITY PERSONAL AND WORKPLACE ADVISORS | Oct 12, 2020 | Jun 5, 2021 | 236 | Firm change | Ibd to ibd |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | OPPENHEIMER & CO. INC. | Aug 17, 2018 | Jan 16, 2019 | 152 | Firm change | Wirehouse to ibd |
| CAMPBELL WILLIAMS, INC. | MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Dec 22, 2016 | Jun 20, 2017 | 180 | Firm change | Other |