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Reading the graph
Advisor at STRATEGIC ADVISERS LLC
OAKLAND, 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 | Mar 6, 2026 | n/a | yes | OAKLAND, CA | Current employment |
| ALAMO CAPITAL | Independent wealth | Aug 30, 2024 | Oct 27, 2025 | no | WALNUT CREEK, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| ALAMO CAPITAL | STRATEGIC ADVISERS LLC | Oct 27, 2025 | Mar 6, 2026 | 130 | Firm change | RIA to ibd |