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Advisor at STRATEGIC ADVISERS LLC
POWHATAN, VA
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 | POWHATAN, VA | Current employment |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | Former SEC adviser | Jul 19, 2021 | Mar 31, 2025 | no | COVINGTON, KY | Previous registration |
| ADVICE AND PLANNING SERVICES | Bd affiliated wealth | Dec 5, 2017 | Nov 13, 2020 | no | RICHMOND, VA | Previous registration |
| TD AMERITRADE INVESTMENT MANAGEMENT, LLC | Former SEC adviser | Apr 21, 2015 | Nov 27, 2017 | no | GLEN ALLEN, VA | Previous registration |
| TD AMERITRADE, INC. | Former SEC adviser | Apr 21, 2015 | Nov 27, 2017 | no | GLEN ALLEN, VA | Previous registration |
| EDWARD JONES | National bd RIA | Mar 10, 2014 | Feb 5, 2015 | no | ST LOUIS, MO|POWHATAN, VA|MIDLOTHIAN, VA|POWHATAN, VA | 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 |
| ADVICE AND PLANNING SERVICES | FIDELITY PERSONAL AND WORKPLACE ADVISORS | Nov 13, 2020 | Jul 19, 2021 | 248 | Firm change | Ibd to ibd |
| TD AMERITRADE INVESTMENT MANAGEMENT, LLC | ADVICE AND PLANNING SERVICES | Nov 27, 2017 | Dec 5, 2017 | 8 | Firm change | Other |
| TD AMERITRADE, INC. | TD AMERITRADE INVESTMENT MANAGEMENT, LLC | Nov 27, 2017 | Apr 21, 2015 | -951 | Channel change | Other |
| EDWARD JONES | TD AMERITRADE, INC. | Feb 5, 2015 | Apr 21, 2015 | 75 | Firm change | Other |