DFX Intelligence
RIA Intelligence
Advisor moves
Arrivals at Strategic Wealthcare Advisors, 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 |
|---|---|---|---|---|---|
| Darsi June Casey | MML Investors Services, LLC BD affiliated | Strategic Wealthcare Advisors, LLC state registered | Affiliated broker-dealer or bank to a state-registered adviser | Jan 31, 2023 | Mar 23, 2026 (1147 d) |
| Darsi June Casey | 1st Global Advisors Inc other | Strategic Wealthcare Advisors, LLC state registered | Other | Jul 8, 2009 | Jun 30, 2009 |
| Nicola Neilon | 1st Global Advisors Inc other | Strategic Wealthcare Advisors, LLC state registered | Other | Jul 8, 2009 | Feb 17, 2025 (5703 d) |
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3 moves match.