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 |
|---|---|---|---|---|---|
| Ernest C. Meads | Strategic Advisers LLC national BD | Darwin Wealth Management independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 17, 2026 | Jul 21, 2026 (95 d) |
| Seth Briley | Strategic Advisers LLC national BD | Charles Schwab & Co., Inc. national BD | Affiliated broker-dealer or bank to another | Apr 17, 2026 | Jul 2, 2026 (76 d) |
| Dennis N. Kelser | Strategic Advisers LLC national BD | Fisher Investments independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 17, 2026 | Apr 15, 2026 |
| Courtney Lynn Goodwin | Strategic Advisers LLC national BD | Vanguard Advisers, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Apr 16, 2026 | May 27, 2026 (41 d) |
| Brendon Smith | Strategic Advisers LLC national BD | Mattern Capital Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 16, 2026 | Jun 7, 2026 (52 d) |
| Aidan Alexander Turner Kelly | Strategic Advisers LLC national BD | Charles Schwab & Co., Inc. national BD | Affiliated broker-dealer or bank to another | Apr 16, 2026 | Apr 27, 2026 |
| Osvaldo Dominguez | Strategic Advisers LLC national BD | Charles Schwab & Co., Inc. national BD | Affiliated broker-dealer or bank to another | Apr 16, 2026 | May 5, 2026 |
| Nathan Andrew Floyd | Strategic Advisers LLC national BD | Advice And Planning Services BD affiliated | Affiliated broker-dealer or bank to another | Apr 16, 2026 | Apr 29, 2026 |
| Joseph Esserman | Strategic Advisers LLC national BD | Innovest Portfolio Solutions LLC no RAUM | Other | Apr 16, 2026 | Aug 4, 2026 (110 d) |
| Ryan C O'Brien | Strategic Advisers LLC national BD | O'Brien Strategic Wealth state registered | Affiliated broker-dealer or bank to a state-registered adviser | Apr 14, 2026 | Apr 8, 2026 |
| Matthew Vella | Strategic Advisers LLC national BD | Morgan Stanley wirehouse | Affiliated broker-dealer or bank to wirehouse | Apr 14, 2026 | Apr 15, 2026 |
| William Steele | Strategic Advisers LLC national BD | Voya Financial Advisors, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Apr 14, 2026 | Apr 20, 2026 |
| Christian Luis Ramos | Strategic Advisers LLC national BD | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Affiliated broker-dealer or bank to wirehouse | Apr 14, 2026 | Jul 24, 2026 (101 d) |
| Anthony Lopez | Strategic Advisers LLC national BD | Advice And Planning Services BD affiliated | Affiliated broker-dealer or bank to another | Apr 14, 2026 | Apr 23, 2026 |
| Alex S Nikulin | Strategic Advisers LLC national BD | Uptick Partners, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 13, 2026 | May 5, 2026 |
| Teresa Schuelke | Strategic Advisers LLC national BD | Schwab Wealth Advisory, Inc. no RAUM | Other | Apr 13, 2026 | May 1, 2026 |
| Collin Calabrese | Strategic Advisers LLC national BD | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Affiliated broker-dealer or bank to wirehouse | Apr 13, 2026 | Aug 12, 2026 (121 d) |
| Jacob Lilly | Strategic Advisers LLC national BD | J.P. Morgan Securities LLC wirehouse | Affiliated broker-dealer or bank to wirehouse | Apr 13, 2026 | Apr 22, 2026 |
| Darnell S. Hegarty | Strategic Advisers LLC national BD | LPL Enterprise, LLC BD affiliated | Affiliated broker-dealer or bank to another | Apr 10, 2026 | Apr 13, 2026 |
| Michael Heath | Strategic Advisers LLC national BD | Robinhood Asset Management BD affiliated | Affiliated broker-dealer or bank to another | Apr 10, 2026 | Jul 7, 2026 (88 d) |
| Benjamin Kurtz | Strategic Advisers LLC national BD | Charles Schwab & Co., Inc. national BD | Affiliated broker-dealer or bank to another | Apr 10, 2026 | Apr 29, 2026 |
| Alexander Vergara | Strategic Advisers LLC national BD | William Blair & Company L.L.C. BD affiliated | Affiliated broker-dealer or bank to another | Apr 10, 2026 | Apr 14, 2026 |
| Nicolas Joseph Mossotti | Strategic Advisers LLC national BD | Morgan Stanley wirehouse | Affiliated broker-dealer or bank to wirehouse | Apr 10, 2026 | Jun 16, 2026 (67 d) |
| David L Vladimirou | Strategic Advisers LLC national BD | Dakota Wealth, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 9, 2026 | May 6, 2026 |
| Michael Yasin | Strategic Advisers LLC national BD | Orion Portfolio Solutions, LLC BD affiliated | Affiliated broker-dealer or bank to another | Apr 9, 2026 | Jul 29, 2026 (111 d) |
| Jacob Patrick Fidler | Strategic Advisers LLC national BD | Wells Fargo Advisors wirehouse | Affiliated broker-dealer or bank to wirehouse | Apr 9, 2026 | May 7, 2026 |
| Nathan Chase Hubbard | Strategic Advisers LLC national BD | Penobscot Financial Advisors independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 9, 2026 | Apr 17, 2026 |
| Mitchell Brian Seelinger | Strategic Advisers LLC national BD | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Apr 9, 2026 | Apr 2, 2026 |
| Nolan Richard Sand | Strategic Advisers LLC national BD | Schwab Wealth Advisory, Inc. no RAUM | Other | Apr 9, 2026 | May 1, 2026 |
| David James Van Osdol | Strategic Advisers LLC national BD | Smarter Way Wealth state registered | Affiliated broker-dealer or bank to a state-registered adviser | Apr 3, 2026 | Jul 9, 2026 (97 d) |
| Dakota Fields | Strategic Advisers LLC national BD | J.P. Morgan Securities LLC wirehouse | Affiliated broker-dealer or bank to wirehouse | Apr 3, 2026 | Apr 6, 2026 |
| Austin Steward | Strategic Advisers LLC national BD | Robinhood Asset Management BD affiliated | Affiliated broker-dealer or bank to another | Apr 3, 2026 | Jul 7, 2026 (95 d) |
| Jamal Klaus Schlensog | Strategic Advisers LLC national BD | Bam Wealth Management LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 3, 2026 | May 7, 2026 (34 d) |
| Richard Cossa | Strategic Advisers LLC national BD | Charles Schwab & Co., Inc. national BD | Affiliated broker-dealer or bank to another | Apr 2, 2026 | Apr 17, 2026 |
| Teresa Patrick | Strategic Advisers LLC national BD | Charles Schwab & Co., Inc. national BD | Affiliated broker-dealer or bank to another | Apr 2, 2026 | Jun 11, 2026 (70 d) |
| Zakaria Elkaoukabi | Strategic Advisers LLC national BD | Fisher Investments independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 2, 2026 | Apr 14, 2026 |
| Amanda Woo | Strategic Advisers LLC national BD | Csenge Advisory Group, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 2, 2026 | Apr 9, 2026 |
| Luke Scriffiny | Strategic Advisers LLC national BD | Florida Financial Advisors, LLC BD affiliated | Affiliated broker-dealer or bank to another | Apr 2, 2026 | Mar 17, 2026 |
| Aaron Cade Milligan | Strategic Advisers LLC national BD | Edward Jones national BD | Affiliated broker-dealer or bank to another | Apr 2, 2026 | Mar 27, 2026 |
| Michael Bernard Dolan | Strategic Advisers LLC national BD | Assetmark, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Apr 2, 2026 | Apr 14, 2026 |
| Andre Wyss | Strategic Advisers LLC national BD | Kovack Advisors, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Apr 2, 2026 | Apr 1, 2026 |
| Katie Nulliner | Strategic Advisers LLC national BD | Xcelsior Advisor Partners LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 2, 2026 | May 4, 2026 (32 d) |
| Daniel John Desmarais | Strategic Advisers LLC national BD | Voya Financial Advisors, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Apr 2, 2026 | Apr 17, 2026 |
| Samuel Wisneski | Strategic Advisers LLC national BD | Truewealth Financial Partners independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 2, 2026 | May 5, 2026 (33 d) |
| Salvatore Demalia | Strategic Advisers LLC national BD | Voya Financial Advisors, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Apr 2, 2026 | Apr 17, 2026 |
| Gavin Symington | Strategic Advisers LLC national BD | Voya Financial Advisors, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Apr 2, 2026 | Apr 27, 2026 |
| Jacob Carver | Strategic Advisers LLC national BD | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Apr 2, 2026 | Apr 27, 2026 |
| Shreyans Patel | Strategic Advisers LLC national BD | Voya Financial Advisors, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Apr 2, 2026 | Jun 16, 2026 (75 d) |
| Lauren Katherine Dowling | Strategic Advisers LLC national BD | Voya Financial Advisors, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Apr 2, 2026 | Apr 17, 2026 |
| James Lang | Strategic Advisers LLC national BD | Empower Advisory Group, LLC BD affiliated | Affiliated broker-dealer or bank to another | Mar 28, 2026 | Apr 1, 2026 |
| Charles Brock Dunford | Strategic Advisers LLC national BD | Wells Fargo Advisors wirehouse | Affiliated broker-dealer or bank to wirehouse | Mar 27, 2026 | Apr 14, 2026 |
| Sara Lewis | Strategic Advisers LLC national BD | Triad Wealth Partners, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 27, 2026 | Apr 22, 2026 |
| Daniel Agbor | Strategic Advisers LLC national BD | Voya Financial Advisors, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Mar 27, 2026 | Apr 17, 2026 |
| Monica E. Worcester | Strategic Advisers LLC national BD | Osaic Wealth, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Mar 26, 2026 | Apr 9, 2026 |
| Michael Bartlett | Strategic Advisers LLC national BD | Waddell & Associates, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 26, 2026 | Mar 23, 2026 |
| Vernon Moses | Strategic Advisers LLC national BD | Pnc Wealth Management BD affiliated | Affiliated broker-dealer or bank to another | Mar 26, 2026 | Jun 17, 2026 (83 d) |
| Samantha Ray Deneefe | Strategic Advisers LLC national BD | Cetera Investment Advisers LLC BD affiliated | Affiliated broker-dealer or bank to another | Mar 26, 2026 | Apr 20, 2026 |
| Olivia Koenen | Strategic Advisers LLC national BD | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Mar 26, 2026 | Apr 2, 2026 |
| Coleman Cox | Strategic Advisers LLC national BD | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Mar 26, 2026 | Jun 11, 2026 (77 d) |
| Chloe Warren | Strategic Advisers LLC national BD | Voya Financial Advisors, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Mar 25, 2026 | Apr 22, 2026 |
3,591 moves match.