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 |
|---|---|---|---|---|---|
| Nicole Winings | Strategic Advisers LLC national BD | Empower Advisory Group, LLC BD affiliated | Affiliated broker-dealer or bank to another | Mar 24, 2026 | Apr 14, 2026 |
| Jonathan S. Honden | Strategic Advisers LLC national BD | Wells Fargo Advisors wirehouse | Affiliated broker-dealer or bank to wirehouse | Mar 24, 2026 | Apr 14, 2026 |
| Gregory Louis Mccrea | Strategic Advisers LLC national BD | Savvy independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 23, 2026 | May 7, 2026 (45 d) |
| Ryan C. Carson | Strategic Advisers LLC national BD | Charles Schwab & Co., Inc. national BD | Affiliated broker-dealer or bank to another | Mar 20, 2026 | Mar 27, 2026 |
| Lawson J. Mitchell | Strategic Advisers LLC national BD | Citizens Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Mar 19, 2026 | Apr 2, 2026 |
| Geoffrey Taylor Bowers | Strategic Advisers LLC national BD | Moneta Group Investment Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 19, 2026 | May 20, 2026 (62 d) |
| Alexis Tedi Romero Neiman | Strategic Advisers LLC national BD | Osaic Wealth, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Mar 19, 2026 | Mar 17, 2026 |
| Phillip A. Sanchez | Strategic Advisers LLC national BD | Heck Capital Advisors, LLC other | Other | Mar 19, 2026 | Apr 3, 2026 |
| Chase Dion Nelson | Strategic Advisers LLC national BD | Advice And Planning Services BD affiliated | Affiliated broker-dealer or bank to another | Mar 19, 2026 | May 5, 2026 (47 d) |
| Eric Tiller | Strategic Advisers LLC national BD | Wells Fargo Advisors wirehouse | Affiliated broker-dealer or bank to wirehouse | Mar 19, 2026 | Apr 13, 2026 |
| Caroline Margaret Truchan | Strategic Advisers LLC national BD | Capital Group Private Client Services, Inc. independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 19, 2026 | Apr 6, 2026 |
| Carlos Guerrero | Strategic Advisers LLC national BD | J.P. Morgan Securities LLC wirehouse | Affiliated broker-dealer or bank to wirehouse | Mar 19, 2026 | Apr 3, 2026 |
| Antonio Competiello | Strategic Advisers LLC national BD | Osaic Wealth, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Mar 19, 2026 | Mar 16, 2026 |
| Dylan Jeffrey Cantara | Strategic Advisers LLC national BD | Voya Financial Advisors, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Mar 19, 2026 | Apr 16, 2026 |
| Dalton James | Strategic Advisers LLC national BD | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Mar 19, 2026 | Apr 13, 2026 |
| Mason Avni | Strategic Advisers LLC national BD | J.P. Morgan Securities LLC wirehouse | Affiliated broker-dealer or bank to wirehouse | Mar 19, 2026 | Mar 26, 2026 |
| Caprice Michelle Kalvelage | Strategic Advisers LLC national BD | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Mar 19, 2026 | Apr 1, 2026 |
| Robert Kubik | Strategic Advisers LLC national BD | Wedmont Private Capital independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 18, 2026 | Mar 30, 2026 |
| Andrew Rodriguez | Strategic Advisers LLC national BD | Walser Wealth Management Company, A Limited Liability Company independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 17, 2026 | Mar 20, 2026 |
| Brandon Jeffrey Schneider | Strategic Advisers LLC national BD | Deliberate Wealth state registered | Affiliated broker-dealer or bank to a state-registered adviser | Mar 17, 2026 | Mar 5, 2026 |
| Fabio Nunes | Strategic Advisers LLC national BD | Hsbc Securities (USA) Inc. BD affiliated | Affiliated broker-dealer or bank to another | Mar 17, 2026 | Apr 8, 2026 |
| Aidan Matthew Fegley | Strategic Advisers LLC national BD | UBS Financial Services Inc. wirehouse | Affiliated broker-dealer or bank to wirehouse | Mar 17, 2026 | Apr 9, 2026 |
| Joseph S. Jackson | Strategic Advisers LLC national BD | Indigo Private Wealth state registered | Affiliated broker-dealer or bank to a state-registered adviser | Mar 16, 2026 | Apr 27, 2026 (42 d) |
| Nurjemal Adams | Strategic Advisers LLC national BD | Kingdom Financial Group, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 16, 2026 | Apr 14, 2026 |
| Kevin Baumhart | Strategic Advisers LLC national BD | Schwab Wealth Advisory, Inc. no RAUM | Other | Mar 14, 2026 | May 13, 2026 (60 d) |
| Winston Orlando Walters | Strategic Advisers LLC national BD | Empower Advisory Group, LLC BD affiliated | Affiliated broker-dealer or bank to another | Mar 13, 2026 | Jul 9, 2026 (118 d) |
| Charles R Doughty | Strategic Advisers LLC national BD | Transamerica Retirement Advisors, LLC BD affiliated | Affiliated broker-dealer or bank to another | Mar 12, 2026 | Apr 30, 2026 (49 d) |
| Kari Anne Doorn | Strategic Advisers LLC national BD | First Command Advisory Services BD affiliated | Affiliated broker-dealer or bank to another | Mar 12, 2026 | Mar 17, 2026 |
| Matthew Thomas Cahill | Strategic Advisers LLC national BD | Raymond James & Associates, Inc. national BD | Affiliated broker-dealer or bank to another | Mar 12, 2026 | Apr 7, 2026 |
| William Tyler Gray | Strategic Advisers LLC national BD | Jehm Wealth & Retirement, LLC state registered | Affiliated broker-dealer or bank to a state-registered adviser | Mar 12, 2026 | Aug 11, 2026 (152 d) |
| Nathan Turcotte | Strategic Advisers LLC national BD | Broadview Financial Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 12, 2026 | Mar 6, 2026 |
| Sean D Robinson | Strategic Advisers LLC national BD | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Affiliated broker-dealer or bank to wirehouse | Mar 12, 2026 | Apr 14, 2026 (33 d) |
| Jeremy J Herkenhoff | Strategic Advisers LLC national BD | Iwealth independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 12, 2026 | Apr 29, 2026 (48 d) |
| Eric Jack Zehnder | Strategic Advisers LLC national BD | Edward Jones national BD | Affiliated broker-dealer or bank to another | Mar 11, 2026 | Apr 24, 2026 (44 d) |
| Daniel Matthew Nelson | Strategic Advisers LLC national BD | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Affiliated broker-dealer or bank to wirehouse | Mar 10, 2026 | Aug 17, 2026 (160 d) |
| Melanie Straughan | Strategic Advisers LLC national BD | Equitable Advisors, LLC national BD | Affiliated broker-dealer or bank to another | Mar 9, 2026 | Aug 25, 2026 (169 d) |
| Anna Pavlovych | Strategic Advisers LLC national BD | Fisher Investments independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 9, 2026 | Jun 12, 2026 (95 d) |
| Blake Riddle | Strategic Advisers LLC national BD | Edelman Financial Engines independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 9, 2026 | Mar 4, 2026 |
| Hannah Canipe | Strategic Advisers LLC national BD | Stone Legacy Capital LLC state registered | Affiliated broker-dealer or bank to a state-registered adviser | Mar 9, 2026 | Sep 21, 2026 (196 d) |
| Gannon Mitchell Brown | Strategic Advisers LLC national BD | Certuity, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 9, 2026 | Jun 8, 2026 (91 d) |
| Bryan William Yach | Strategic Advisers LLC national BD | Cetera Investment Advisers LLC BD affiliated | Affiliated broker-dealer or bank to another | Mar 5, 2026 | Apr 30, 2026 (56 d) |
| Mark Spencer Merkley | Strategic Advisers LLC national BD | Morgan Stanley wirehouse | Affiliated broker-dealer or bank to wirehouse | Mar 5, 2026 | Apr 13, 2026 (39 d) |
| Johann C Johnson | Strategic Advisers LLC national BD | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Mar 5, 2026 | May 18, 2026 (74 d) |
| John Kuntz | Strategic Advisers LLC national BD | J.P. Morgan Securities LLC wirehouse | Affiliated broker-dealer or bank to wirehouse | Mar 5, 2026 | Mar 4, 2026 |
| Jun Tomlinson | Strategic Advisers LLC national BD | Cetera Investment Advisers LLC BD affiliated | Affiliated broker-dealer or bank to another | Mar 5, 2026 | Mar 13, 2026 |
| Jerome Jones | Strategic Advisers LLC national BD | J.P. Morgan Securities LLC wirehouse | Affiliated broker-dealer or bank to wirehouse | Mar 5, 2026 | Feb 25, 2026 |
| Rachel Estelle Bolen | Strategic Advisers LLC national BD | Nationwide Investment Advisors, LLC BD affiliated | Affiliated broker-dealer or bank to another | Mar 5, 2026 | Mar 11, 2026 |
| Kellen Suzuki Hirayama | Strategic Advisers LLC national BD | Advice And Planning Services BD affiliated | Affiliated broker-dealer or bank to another | Mar 5, 2026 | Mar 12, 2026 |
| William R Long | Strategic Advisers LLC national BD | Osaic Wealth, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Mar 5, 2026 | Feb 19, 2026 |
| Brannon Jaymar Henry | Strategic Advisers LLC national BD | Vanguard Advisers, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Mar 5, 2026 | Mar 11, 2026 |
| Eyob Girma | Strategic Advisers LLC national BD | Robinhood Asset Management BD affiliated | Affiliated broker-dealer or bank to another | Mar 5, 2026 | May 28, 2026 (84 d) |
| Bryan Medina | Strategic Advisers LLC national BD | Schwab Wealth Advisory, Inc. no RAUM | Other | Mar 5, 2026 | Mar 7, 2026 |
| Jose Estrada | Strategic Advisers LLC national BD | Voya Financial Advisors, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Mar 5, 2026 | Mar 2, 2026 |
| Giovanni Nicola Armocida | Strategic Advisers LLC national BD | Morgan Stanley wirehouse | Affiliated broker-dealer or bank to wirehouse | Mar 5, 2026 | Mar 18, 2026 |
| Ryan Philip Murray | Strategic Advisers LLC national BD | Soltis Investment Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 5, 2026 | Mar 11, 2026 |
| Colby Simon Sherman | Strategic Advisers LLC national BD | Archford Capital Strategies, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 4, 2026 | Apr 13, 2026 (40 d) |
| Craig Crawford | Strategic Advisers LLC national BD | J.P. Morgan Securities LLC wirehouse | Affiliated broker-dealer or bank to wirehouse | Mar 4, 2026 | Feb 24, 2026 |
| Ryan Craig Hoppie | Strategic Advisers LLC national BD | Tvamp, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 4, 2026 | Mar 17, 2026 |
| Juliana Micaela Francesca Ro Salamone | Strategic Advisers LLC national BD | Raffa Investment Advisers other | Other | Mar 3, 2026 | Apr 6, 2026 (34 d) |
| Adam Jacques Mitchell | Strategic Advisers LLC national BD | Tanager Wealth Management independent RIA | Affiliated broker-dealer or bank to independent RIA | Feb 27, 2026 | Jul 7, 2026 (130 d) |
3,591 moves match.