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Advisor at STRATEGIC ADVISERS LLC
NOVI, MI | BEVERLY HILLS, MI
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 | NOVI, MI|BEVERLY HILLS, MI | Current employment |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | Former SEC adviser | Oct 11, 2018 | Mar 31, 2025 | no | NOVI, MI | Previous registration |
| RAYMOND JAMES & ASSOCIATES, INC. | National bd RIA | May 21, 2018 | Jun 27, 2018 | no | TROY, MI | Previous registration |
| THRIVENT INVESTMENT MANAGEMENT INC. | Bd affiliated wealth | Apr 22, 2010 | Dec 6, 2017 | no | ROYAL OAK, MI|Detroit, MI|STERLING HEIGHTS, MI | 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 |
| RAYMOND JAMES & ASSOCIATES, INC. | FIDELITY PERSONAL AND WORKPLACE ADVISORS | Jun 27, 2018 | Oct 11, 2018 | 106 | Firm change | Ibd to ibd |
| THRIVENT INVESTMENT MANAGEMENT INC. | RAYMOND JAMES & ASSOCIATES, INC. | Dec 6, 2017 | May 21, 2018 | 166 | Firm change | Other |