DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at STRATEGIC ADVISERS LLC
MELBOURNE, 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 11, 2026 | n/a | yes | MELBOURNE, FL | Current employment |
| PRIMERICA ADVISORS | National bd RIA | Feb 22, 2024 | Nov 26, 2025 | no | LAKE WORTH, FL|MAHWAH, NJ|LAKE WORTH, FL | Previous registration |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Sep 6, 2019 | Feb 24, 2022 | no | NEW YORK, NY|PALM BEACH, FL | Previous registration |
| SECURIAN FINANCIAL SERVICES, INC. | Former SEC adviser | Feb 28, 2019 | Jul 31, 2019 | no | TOTOWA, NJ | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| PRIMERICA ADVISORS | STRATEGIC ADVISERS LLC | Nov 26, 2025 | Mar 11, 2026 | 105 | Firm change | Ibd to ibd |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | PRIMERICA ADVISORS | Feb 24, 2022 | Feb 22, 2024 | 728 | Firm change after gap | Wirehouse to ibd |
| SECURIAN FINANCIAL SERVICES, INC. | MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Jul 31, 2019 | Sep 6, 2019 | 37 | Firm change | Ibd to wirehouse |