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Advisor at STRATEGIC ADVISERS LLC
SATELLITE BEACH, FL
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 | SATELLITE BEACH, FL | Current employment |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | Former SEC adviser | May 5, 2022 | Mar 31, 2025 | no | JACKSONVILLE, FL|SATELLITE BEACH, FL | Previous registration |
| WELLS FARGO ADVISORS | Wirehouse | Mar 20, 2014 | Mar 23, 2022 | no | MILWAUKEE, WI|MELBOURNE, FL | Previous registration |
| CEDAR CREEK SECURITIES, INC. | n/a | May 15, 2012 | Apr 17, 2014 | no | MILWAUKEE, WI|MILWAUKEE, WI | 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 |
| WELLS FARGO ADVISORS | FIDELITY PERSONAL AND WORKPLACE ADVISORS | Mar 23, 2022 | May 5, 2022 | 43 | Firm change | Wirehouse to ibd |
| CEDAR CREEK SECURITIES, INC. | WELLS FARGO ADVISORS | Apr 17, 2014 | Mar 20, 2014 | -28 | Firm change | Other |