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Advisor at STRATEGIC ADVISERS LLC
FARMINGTON, MN | OAKDALE, MN
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 | OAKDALE, MN|FARMINGTON, MN | Current employment |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | Former SEC adviser | Mar 16, 2021 | Mar 31, 2025 | no | OAKDALE, MN | Previous registration |
| TD AMERITRADE INVESTMENT MANAGEMENT, LLC | Former SEC adviser | May 14, 2010 | Dec 31, 2020 | no | MINNEAPOLIS, MN|ST. PAUL, MN | Previous registration |
| TD AMERITRADE, INC. | Former SEC adviser | May 14, 2010 | Jan 11, 2021 | no | Edina, MN|St. Paul, MN | 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 |
| TD AMERITRADE, INC. | FIDELITY PERSONAL AND WORKPLACE ADVISORS | Jan 11, 2021 | Mar 16, 2021 | 64 | Firm change | Other |
| TD AMERITRADE INVESTMENT MANAGEMENT, LLC | TD AMERITRADE, INC. | Dec 31, 2020 | May 14, 2010 | -3,884 | Bulk transfer | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 7870:288590:MN:2021-01-11 | Jan 11, 2021 | Mar 16, 2021 | ST PAUL, MN | Firm change |