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Advisor at STRATEGIC ADVISERS LLC
LENNON, 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 | LENNON, MI | Current employment |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | Former SEC adviser | May 23, 2022 | Mar 31, 2025 | no | LENNON, MI | Previous registration |
| FIFTH THIRD SECURITIES, INC. | Bd affiliated wealth | Nov 13, 2017 | Mar 9, 2022 | no | EAST LANSING, MI|FLINT, MI | Previous registration |
| MORGAN STANLEY | Wirehouse | Jul 22, 2016 | Jun 12, 2017 | no | East Lansing, MI | Previous registration |
| WELLS FARGO ADVISORS | Wirehouse | Jun 16, 2010 | Jul 26, 2016 | no | FLINT, MI|EAST LANSING, 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 |
| FIFTH THIRD SECURITIES, INC. | FIDELITY PERSONAL AND WORKPLACE ADVISORS | Mar 9, 2022 | May 23, 2022 | 75 | Firm change | Ibd to ibd |
| MORGAN STANLEY | FIFTH THIRD SECURITIES, INC. | Jun 12, 2017 | Nov 13, 2017 | 154 | Firm change | Other |
| WELLS FARGO ADVISORS | MORGAN STANLEY | Jul 26, 2016 | Jul 22, 2016 | -4 | Firm change | Wirehouse to wirehouse |