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Advisor at STRATEGIC ADVISERS LLC
LONE TREE, CO | DENVER, CO
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 | DENVER, CO|LONE TREE, CO | Current employment |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | Former SEC adviser | Jun 25, 2023 | Mar 31, 2025 | no | SARASOTA, FL | Previous registration |
| FISHER INVESTMENTS | Independent wealth | Dec 9, 2022 | Apr 3, 2023 | no | TAMPA, 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 |
| FISHER INVESTMENTS | FIDELITY PERSONAL AND WORKPLACE ADVISORS | Apr 3, 2023 | Jun 25, 2023 | 83 | Firm change | RIA to ibd |