ADVISER MOVES

Evan J. Forrest listed with Strategic Advisers; 666 affiliation changes

A registration observation on November 12, 2026, lists Forrest with Strategic Advisers LLC. The complete count covers affiliation records, not verified job moves.

By Maya Chen··1 min read

On November 12, 2026, Evan J. Forrest’s registration observation listed him with Strategic Advisers LLC. An affiliation record does not establish when he started work or verify a job move.

The complete count for November 12 was 666 affiliation changes: 140 added, 489 updated and 37 removed. These are counts of affiliation records, not verified hiring or employment changes; a removed affiliation means the registration record no longer lists it, not that the adviser departed.

A separate observation for Meshach Sarkorh retained his affiliation with Merrill Lynch, Pierce, Fenner & Smith Incorporated while listing one Charlotte branch location, compared with two in the earlier record. The observation does not establish a job change.

Adviser affiliation records

The appendix lists all 666 affiliation records on 11/12/2026. These entries describe affiliation records; they do not establish hiring or departure dates, and an adviser may appear more than once.

Showing rows 276–300 of 666. The CSV contains the complete table.

AdviserIndividual CRDObservedAffiliation change
James J. Duffy491931911/12/2026updated
James J. McDonald493518011/12/2026updated
James L. Mills701046511/12/2026added
James P. Marx221679911/12/2026updated
James R. Bergman674486211/12/2026updated
James V. Rotondo279468011/12/2026updated
Janna Climer781038911/12/2026updated
Jared Beckner836645911/12/2026added
Jason E. Kobilka506091211/12/2026updated
Jason Lopez646237911/12/2026removed
Jason S. Hoeltzel444683311/12/2026added
Javier A. Loreto590118911/12/2026updated
Jay R. Schiff291396411/12/2026added
Jeames J. Castillo648382111/12/2026removed
Jeffrey F. Fernandes826116011/12/2026updated
Jeffrey M. Dinard744321611/12/2026added
Jennifer B. Hutchison269582511/12/2026updated
Jennifer G. Drapp260912311/12/2026updated
Jennifer G. Preston498850511/12/2026added
Jennifer L. George808703311/12/2026updated
Jennifer ONeal326624111/12/2026updated
Jennifer V. Sanchez698973011/12/2026updated
Jeremy J. Purvines594802011/12/2026removed
Jesse W. Moore829537711/12/2026added
Jessica Baez630817811/12/2026updated

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