DFX 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 |
|---|---|---|---|---|---|
| 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 |
| Megan Stack | Strategic Advisers LLC national BD | Corecap Advisors BD affiliated | Affiliated broker-dealer or bank to another | May 11, 2026 | Sep 9, 2026 (121 d) |
| Brian Campanile | Strategic Advisers LLC national BD | Global Wealth Management Investment Advisory, Inc. independent RIA | Affiliated broker-dealer or bank to independent RIA | May 11, 2026 | Apr 22, 2026 |
| Lachlan Anthony Kaiser | Strategic Advisers LLC national BD | Ameriprise Financial Services, LLC national BD | Affiliated broker-dealer or bank to another | May 11, 2026 | May 14, 2026 |
| Christopher Ellis Mccoy | Strategic Advisers LLC national BD | Madison Partners independent RIA | Affiliated broker-dealer or bank to independent RIA | May 8, 2026 | May 28, 2026 |
| Daniel Zimon | Strategic Advisers LLC national BD | Camba Capital, LLC state registered | Affiliated broker-dealer or bank to a state-registered adviser | May 8, 2026 | Aug 21, 2026 (105 d) |
| Paul J. Zarkowski | Strategic Advisers LLC national BD | Charles Schwab & Co., Inc. national BD | Affiliated broker-dealer or bank to another | May 7, 2026 | May 15, 2026 |
| Brent D. Holcombe | Strategic Advisers LLC national BD | Osaic Wealth, Inc. BD affiliated | Affiliated broker-dealer or bank to another | May 7, 2026 | May 4, 2026 |
| Aaron Pimentel | Strategic Advisers LLC national BD | Schwab Wealth Advisory, Inc. no RAUM | Other | May 7, 2026 | May 11, 2026 |
| Derrick Demond Gipson | Strategic Advisers LLC national BD | Charles Schwab & Co., Inc. national BD | Affiliated broker-dealer or bank to another | May 7, 2026 | May 9, 2026 |
| Ghazi Nweiran | Strategic Advisers LLC national BD | Charles Schwab & Co., Inc. national BD | Affiliated broker-dealer or bank to another | May 7, 2026 | Jun 15, 2026 (39 d) |
| Caroline D Wilson | Strategic Advisers LLC national BD | Raymond James & Associates, Inc. national BD | Affiliated broker-dealer or bank to another | May 7, 2026 | Sep 14, 2026 (130 d) |
| Sara Imburgia | Strategic Advisers LLC national BD | Charles Schwab & Co., Inc. national BD | Affiliated broker-dealer or bank to another | May 7, 2026 | May 9, 2026 |
| Collin Campbell | Strategic Advisers LLC national BD | Stifel, Nicolaus & Company, Incorporated national BD | Affiliated broker-dealer or bank to another | May 7, 2026 | Apr 27, 2026 |
| Keaton Dean | Strategic Advisers LLC national BD | Tschetter Group independent RIA | Affiliated broker-dealer or bank to independent RIA | May 7, 2026 | May 18, 2026 |
| Emma Sutton Alpaugh | Strategic Advisers LLC national BD | Charles Schwab & Co., Inc. national BD | Affiliated broker-dealer or bank to another | May 7, 2026 | Jun 10, 2026 (34 d) |
| Peyton J Henry | Strategic Advisers LLC national BD | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Affiliated broker-dealer or bank to wirehouse | May 7, 2026 | Jun 1, 2026 |
| Kelly Mitchell Volk | Strategic Advisers LLC national BD | Ocean Path Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | May 7, 2026 | May 28, 2026 |
| Jesse G. Bradley | Strategic Advisers LLC national BD | Trajan Wealth, L.L.C. independent RIA | Affiliated broker-dealer or bank to independent RIA | May 6, 2026 | Sep 21, 2026 (138 d) |
| Carson Robert Hosier | Strategic Advisers LLC national BD | Fifth Third Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | May 6, 2026 | Jun 2, 2026 |
| Huini Li | Strategic Advisers LLC national BD | Charles Schwab & Co., Inc. national BD | Affiliated broker-dealer or bank to another | May 5, 2026 | Jun 2, 2026 |
| Jaden Elsinger | Strategic Advisers LLC national BD | Alliancebernstein L.P. other | Other | May 5, 2026 | May 12, 2026 |
| Jack Francis Enright | Strategic Advisers LLC national BD | J.P. Morgan Securities LLC wirehouse | Affiliated broker-dealer or bank to wirehouse | May 5, 2026 | Apr 28, 2026 |
| James J Mcclarey | Strategic Advisers LLC national BD | Morgan Stanley wirehouse | Affiliated broker-dealer or bank to wirehouse | May 5, 2026 | Jun 1, 2026 |
| Davied M. Miller | Strategic Advisers LLC national BD | Creativeone Wealth, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | May 1, 2026 | Aug 25, 2026 (116 d) |
| Thomas Schwartz | Strategic Advisers LLC national BD | Charles Schwab & Co., Inc. national BD | Affiliated broker-dealer or bank to another | Apr 30, 2026 | May 13, 2026 |
| Allen Joseph Kletkin | Strategic Advisers LLC national BD | Private Advisor Group, LLC BD affiliated | Affiliated broker-dealer or bank to another | Apr 30, 2026 | Jun 5, 2026 (36 d) |
| Anthony J. Macagna | Strategic Advisers LLC national BD | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Apr 30, 2026 | Apr 27, 2026 |
| Christopher F. Labrador | Strategic Advisers LLC national BD | Cambridge Investment Research Advisors, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Apr 30, 2026 | Apr 9, 2026 |
| Nina Anoya | Strategic Advisers LLC national BD | Schwab Wealth Advisory, Inc. no RAUM | Other | Apr 30, 2026 | May 18, 2026 |
| Zahir Lamarr Hicks | Strategic Advisers LLC national BD | Northwestern Mutual Investment Services,LLC no RAUM | Other | Apr 30, 2026 | May 28, 2026 |
| John Donius | Strategic Advisers LLC national BD | Appletree Financial Services LLC state registered | Affiliated broker-dealer or bank to a state-registered adviser | Apr 30, 2026 | Aug 11, 2026 (103 d) |
| Christian C Pardo | Strategic Advisers LLC national BD | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Affiliated broker-dealer or bank to wirehouse | Apr 30, 2026 | Jul 9, 2026 (70 d) |
| Jaedon Collett Hands | Strategic Advisers LLC national BD | Morgan Stanley wirehouse | Affiliated broker-dealer or bank to wirehouse | Apr 30, 2026 | Sep 16, 2026 (139 d) |
| Maya Dammen | Strategic Advisers LLC national BD | Obermeyer Wealth Partners independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 30, 2026 | Jun 17, 2026 (48 d) |
| James Eric Terwilliger | Strategic Advisers LLC national BD | Fisher Investments independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 27, 2026 | Apr 28, 2026 |
| Christian Joseph Faino | Strategic Advisers LLC national BD | LPL Enterprise, LLC BD affiliated | Affiliated broker-dealer or bank to another | Apr 24, 2026 | Apr 13, 2026 |
| Craig James Isamu Tasa | Strategic Advisers LLC national BD | Corient independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 24, 2026 | Apr 21, 2026 |
| Jeremy M. Williams | Strategic Advisers LLC national BD | Edward Jones national BD | Affiliated broker-dealer or bank to another | Apr 24, 2026 | Apr 10, 2026 |
| Allyson Shea Eisenhower | Strategic Advisers LLC national BD | Corient independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 24, 2026 | May 4, 2026 |
| Gregory Kendall | Strategic Advisers LLC national BD | Park Avenue Securities LLC BD affiliated | Affiliated broker-dealer or bank to another | Apr 24, 2026 | Jul 30, 2026 (97 d) |
| Shawn M. Kennedy | Strategic Advisers LLC national BD | Corient independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 24, 2026 | Apr 24, 2026 |
| Alexandra G Martin | Strategic Advisers LLC national BD | Charles Schwab & Co., Inc. national BD | Affiliated broker-dealer or bank to another | Apr 24, 2026 | Apr 29, 2026 |
| Ethan W. Howe | Strategic Advisers LLC national BD | Voya Financial Advisors, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Apr 24, 2026 | Apr 17, 2026 |
| Daniel Cucuiat | Strategic Advisers LLC national BD | United Planners' Financial Services Of America A Limited Partner independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 23, 2026 | May 19, 2026 |
| Mathew Jackson | Strategic Advisers LLC national BD | Facet independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 23, 2026 | May 27, 2026 (34 d) |
| Cody Lee Evans | Strategic Advisers LLC national BD | Frost Investment Services BD affiliated | Affiliated broker-dealer or bank to another | Apr 23, 2026 | Apr 22, 2026 |
| Patrick Ernest Ihnken | Strategic Advisers LLC national BD | Madison Partners independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 23, 2026 | Sep 1, 2026 (131 d) |
| Cody Atherton | Strategic Advisers LLC national BD | Wells Fargo Advisors wirehouse | Affiliated broker-dealer or bank to wirehouse | Apr 23, 2026 | May 6, 2026 |
| David Haden Blaylock | Strategic Advisers LLC national BD | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Apr 23, 2026 | Apr 27, 2026 |
| Rui Mao | Strategic Advisers LLC national BD | Edelman Financial Engines independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 23, 2026 | May 1, 2026 |
| Grant Gottdiner | Strategic Advisers LLC national BD | Schwab Wealth Advisory, Inc. no RAUM | Other | Apr 21, 2026 | May 8, 2026 |
| Donald R. Riddle | Strategic Advisers LLC national BD | J.M. Arbour, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 20, 2026 | Aug 4, 2026 (106 d) |
| Dakota Bradshaw | Strategic Advisers LLC national BD | Wells Fargo Advisors wirehouse | Affiliated broker-dealer or bank to wirehouse | Apr 20, 2026 | Apr 22, 2026 |
| Victor Batu | Strategic Advisers LLC national BD | Td Private Client Wealth LLC BD affiliated | Affiliated broker-dealer or bank to another | Apr 20, 2026 | Jul 1, 2026 (72 d) |
| Steven Aulicino | Strategic Advisers LLC national BD | Fisher Investments independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 17, 2026 | May 14, 2026 |
| Jalen Adeeb Dagher | Strategic Advisers LLC national BD | Sound Income Strategies, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 17, 2026 | Apr 22, 2026 |
| Paolo Jarin Coronel | Strategic Advisers LLC national BD | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Apr 17, 2026 | May 14, 2026 |
| Kristen Hillery | Strategic Advisers LLC national BD | Morgan Stanley wirehouse | Affiliated broker-dealer or bank to wirehouse | Apr 17, 2026 | Mar 30, 2026 |
3,591 moves match.