DFX Intelligence
RIA Intelligence
Advisor moves
Departures from Strategic Advisers LLC
A move is two dates on IAPD: the day a person’s registration through one firm ended and the day a registration through another began. The type reads the class of each firm. This is the movement tape the mobility research is validated against; it says what happened, never why, and never who is about to.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Luke Shapiro | Strategic Advisers LLC national BD | Voya Financial Advisors, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Jun 5, 2026 | Jun 16, 2026 |
| Timothy O'Connors | Strategic Advisers LLC national BD | J.P. Morgan Securities LLC wirehouse | Affiliated broker-dealer or bank to wirehouse | Jun 4, 2026 | Jun 4, 2026 |
| Robert Gwydir | Strategic Advisers LLC national BD | The Goff Financial Group independent RIA | Affiliated broker-dealer or bank to independent RIA | Jun 4, 2026 | Jun 2, 2026 |
| Steven Jenkins | Strategic Advisers LLC national BD | Valic Financial Advisors, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Jun 4, 2026 | Jun 23, 2026 |
| Jordan Daniel Floyd | Strategic Advisers LLC national BD | Trek Financial independent RIA | Affiliated broker-dealer or bank to independent RIA | Jun 4, 2026 | Jun 11, 2026 |
| Caleb J Brasel | Strategic Advisers LLC national BD | Mercer Global Advisors Inc. independent RIA | Affiliated broker-dealer or bank to independent RIA | Jun 4, 2026 | Jul 8, 2026 (34 d) |
| Logan Patrick Ryan | Strategic Advisers LLC national BD | Charles Schwab & Co., Inc. national BD | Affiliated broker-dealer or bank to another | Jun 4, 2026 | Jun 18, 2026 |
| Makenna Marie Sharkey | Strategic Advisers LLC national BD | Cwm, LLC BD affiliated | Affiliated broker-dealer or bank to another | Jun 4, 2026 | Jun 24, 2026 |
| Alejandro Martinez | Strategic Advisers LLC national BD | Vanguard Advisers, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Jun 4, 2026 | Sep 16, 2026 (104 d) |
| Daniel P Ryan | Strategic Advisers LLC national BD | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Affiliated broker-dealer or bank to wirehouse | Jun 4, 2026 | Jul 15, 2026 (41 d) |
| Zachary Samuel Holland | Strategic Advisers LLC national BD | Holland Advisory Services, Inc. independent RIA | Affiliated broker-dealer or bank to independent RIA | Jun 4, 2026 | Jun 26, 2026 |
| Ryan Collier | Strategic Advisers LLC national BD | Q3 Advisors, LLC no RAUM | Other | Jun 3, 2026 | Jun 16, 2026 |
| Fredrick Buker | Strategic Advisers LLC national BD | Empower Advisory Group, LLC BD affiliated | Affiliated broker-dealer or bank to another | Jun 3, 2026 | Jul 2, 2026 |
| Benjamin Barkev Siroonian | Strategic Advisers LLC national BD | MML Investors Services, LLC BD affiliated | Affiliated broker-dealer or bank to another | Jun 3, 2026 | Jul 8, 2026 (35 d) |
| Daniel Jacob Tamburello | Strategic Advisers LLC national BD | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | May 28, 2026 | May 29, 2026 |
| Trevor Moyer | Strategic Advisers LLC national BD | Equitable Advisors, LLC national BD | Affiliated broker-dealer or bank to another | May 28, 2026 | Sep 16, 2026 (111 d) |
| Jose Aguilera Pantoja | Strategic Advisers LLC national BD | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Affiliated broker-dealer or bank to wirehouse | May 28, 2026 | Sep 3, 2026 (98 d) |
| Damian Tyler Ferguson | Strategic Advisers LLC national BD | Uhlmann Investment Management, L.L.C. independent RIA | Affiliated broker-dealer or bank to independent RIA | May 28, 2026 | Jun 1, 2026 |
| Angus Wayte | Strategic Advisers LLC national BD | Iconiq Capital, LLC asset manager | Other | May 28, 2026 | Aug 4, 2026 (68 d) |
| Griffin Colbert | Strategic Advisers LLC national BD | J.P. Morgan Securities LLC wirehouse | Affiliated broker-dealer or bank to wirehouse | May 28, 2026 | Jul 17, 2026 (50 d) |
| Richard Beechler | Strategic Advisers LLC national BD | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Affiliated broker-dealer or bank to wirehouse | May 27, 2026 | Aug 5, 2026 (70 d) |
| Shane Matthew Comeau | Strategic Advisers LLC national BD | Voya Financial Advisors, Inc. BD affiliated | Affiliated broker-dealer or bank to another | May 27, 2026 | Jun 16, 2026 |
| Charles Cote | Strategic Advisers LLC national BD | Voya Financial Advisors, Inc. BD affiliated | Affiliated broker-dealer or bank to another | May 27, 2026 | Jun 16, 2026 |
| Jennifer Flynn | Strategic Advisers LLC national BD | MML Investors Services, LLC BD affiliated | Affiliated broker-dealer or bank to another | May 27, 2026 | Jun 26, 2026 |
| Brandon Kyler Rowe | Strategic Advisers LLC national BD | Charles Schwab & Co., Inc. national BD | Affiliated broker-dealer or bank to another | May 26, 2026 | Jun 11, 2026 |
| Joseph D Millard | Strategic Advisers LLC national BD | Cambridge Investment Research Advisors, Inc. BD affiliated | Affiliated broker-dealer or bank to another | May 26, 2026 | Sep 17, 2026 (114 d) |
| Lauren Borkowski | Strategic Advisers LLC national BD | Foguth Wealth Management, LLC. independent RIA | Affiliated broker-dealer or bank to independent RIA | May 26, 2026 | Jun 18, 2026 |
| Diego Cardoso-Pereira | Strategic Advisers LLC national BD | Charles Schwab & Co., Inc. national BD | Affiliated broker-dealer or bank to another | May 26, 2026 | Jun 16, 2026 |
| Jiaqian Lian | Strategic Advisers LLC national BD | J.P. Morgan Securities LLC wirehouse | Affiliated broker-dealer or bank to wirehouse | May 26, 2026 | May 21, 2026 |
| Russell Allan Murphy | Strategic Advisers LLC national BD | Iron Gate Global Advisors independent RIA | Affiliated broker-dealer or bank to independent RIA | May 26, 2026 | Jun 12, 2026 |
| Tyler Anthony Santilli | Strategic Advisers LLC national BD | Voya Financial Advisors, Inc. BD affiliated | Affiliated broker-dealer or bank to another | May 26, 2026 | Jun 16, 2026 |
| Hunter Horrocks | Strategic Advisers LLC national BD | Net Worth Advisory Group, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | May 26, 2026 | Jun 18, 2026 |
| George Walker James | Strategic Advisers LLC national BD | Voya Financial Advisors, Inc. BD affiliated | Affiliated broker-dealer or bank to another | May 26, 2026 | Jun 15, 2026 |
| Brian T Burt | Strategic Advisers LLC national BD | Charles Schwab & Co., Inc. national BD | Affiliated broker-dealer or bank to another | May 22, 2026 | Jul 30, 2026 (69 d) |
| Stefan Johannes Holczer | Strategic Advisers LLC national BD | Charles Schwab & Co., Inc. national BD | Affiliated broker-dealer or bank to another | May 22, 2026 | Jun 11, 2026 |
| Bryan Frates | Strategic Advisers LLC national BD | Wells Fargo Advisors wirehouse | Affiliated broker-dealer or bank to wirehouse | May 21, 2026 | May 18, 2026 |
| Craig Christopher Officer | Strategic Advisers LLC national BD | Advice And Planning Services BD affiliated | Affiliated broker-dealer or bank to another | May 21, 2026 | Jun 4, 2026 |
| Brian Lee Glass | Strategic Advisers LLC national BD | Fisher Investments independent RIA | Affiliated broker-dealer or bank to independent RIA | May 20, 2026 | Aug 17, 2026 (89 d) |
| Harrison Brock Mayers | Strategic Advisers LLC national BD | Fisher Investments independent RIA | Affiliated broker-dealer or bank to independent RIA | May 20, 2026 | Jul 16, 2026 (57 d) |
| Frank J. Colucci | Strategic Advisers LLC national BD | Fisher Investments independent RIA | Affiliated broker-dealer or bank to independent RIA | May 19, 2026 | Jul 20, 2026 (62 d) |
| Evan Richard Rodrigue | Strategic Advisers LLC national BD | Northwestern Mutual Investment Services,LLC no RAUM | Other | May 19, 2026 | Jul 21, 2026 (63 d) |
| Bryan Cody Anderson | Strategic Advisers LLC national BD | Concord Wealth Partners independent RIA | Affiliated broker-dealer or bank to independent RIA | May 19, 2026 | Jun 3, 2026 |
| Conor Cetola | Strategic Advisers LLC national BD | Schwab Wealth Advisory, Inc. no RAUM | Other | May 16, 2026 | May 23, 2026 |
| Brian Wilson Johnson | Strategic Advisers LLC national BD | Wealth Watch Advisors, Inc independent RIA | Affiliated broker-dealer or bank to independent RIA | May 15, 2026 | Jun 12, 2026 |
| Sarah Conroy Hickey | Strategic Advisers LLC national BD | Advice And Planning Services BD affiliated | Affiliated broker-dealer or bank to another | May 14, 2026 | Jun 12, 2026 |
| Israel J Anderson | Strategic Advisers LLC national BD | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | May 14, 2026 | May 11, 2026 |
| Savanna Mckenzie | Strategic Advisers LLC national BD | Charles Schwab & Co., Inc. national BD | Affiliated broker-dealer or bank to another | May 14, 2026 | May 19, 2026 |
| Matthew E. Ambrosio | Strategic Advisers LLC national BD | United Brokerage Services Inc BD affiliated | Affiliated broker-dealer or bank to another | May 14, 2026 | Apr 8, 2026 |
| Rudy Santamaria | Strategic Advisers LLC national BD | T. Rowe Price Advisory Services, Inc. BD affiliated | Affiliated broker-dealer or bank to another | May 14, 2026 | Aug 25, 2026 (103 d) |
| Scott Costa | Strategic Advisers LLC national BD | Ameriprise Financial Services, LLC national BD | Affiliated broker-dealer or bank to another | May 14, 2026 | May 19, 2026 |
| Jayson Zhou | Strategic Advisers LLC national BD | Charles Schwab & Co., Inc. national BD | Affiliated broker-dealer or bank to another | May 14, 2026 | Jul 21, 2026 (68 d) |
| Austin Jacob Seegmiller | Strategic Advisers LLC national BD | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Affiliated broker-dealer or bank to wirehouse | May 14, 2026 | Jun 23, 2026 (40 d) |
| Frank Ryan Schudy | Strategic Advisers LLC national BD | Edward Jones national BD | Affiliated broker-dealer or bank to another | May 14, 2026 | May 26, 2026 |
| John Joseph Fitzgerald | Strategic Advisers LLC national BD | Blue Heron Capital independent RIA | Affiliated broker-dealer or bank to independent RIA | May 14, 2026 | Jun 12, 2026 |
| Tyler Kaoru Nishikawa | Strategic Advisers LLC national BD | Charles Schwab & Co., Inc. national BD | Affiliated broker-dealer or bank to another | May 14, 2026 | May 21, 2026 |
| Jonathan Peter Koumas | Strategic Advisers LLC national BD | Range Advisory, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | May 13, 2026 | May 26, 2026 |
| Ethan Ashbrook | Strategic Advisers LLC national BD | Steelpeak Wealth, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | May 13, 2026 | May 12, 2026 |
| Brad Cotner | Strategic Advisers LLC national BD | Tempus Wealth Planning, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | May 13, 2026 | Apr 29, 2026 |
| Joseph R. Maul | Strategic Advisers LLC national BD | Golden Reserve Retirement, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | May 12, 2026 | Apr 27, 2026 |
| William D. Bishop | Strategic Advisers LLC national BD | Alliancebernstein L.P. other | Other | May 12, 2026 | May 5, 2026 |
3,585 moves match.