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 401–425 of 666. The CSV contains the complete table.

AdviserIndividual CRDObservedAffiliation change
Lei Huang524819111/12/2026added
Leticia Z. Blumenkron709247411/12/2026updated
Liam M. Sullivan831954711/12/2026added
Lillian R. Spiering800054611/12/2026added
Lior L. Assa708926811/12/2026added
Lisa A. Kim422051711/12/2026updated
Lisa M. Casillo574243911/12/2026updated
Lisa M. Shelton302627711/12/2026updated
Logan A. Smith685648911/12/2026added
Logan M. Kramer665701411/12/2026added
Loren Westerfield826870311/12/2026updated
Lori L. Shelby585260511/12/2026updated
Luke G. Rawlings786392611/12/2026added
Luke M. Holloway811017911/12/2026updated
Luke V. Fiscus811576411/12/2026updated
Madeline P. Dismore821644211/12/2026updated
Maher I. Warrayat752935811/12/2026updated
Malachy J. Mulligan621789011/12/2026updated
Manmeet K. Singh778029111/12/2026added
Marc L. Miles822637511/12/2026updated
Marc Labadie460231211/12/2026updated
Marcus Bolton804844811/12/2026updated
Marcus Ott732629811/12/2026added
Maria E. Soler835706411/12/2026added
Marisa A. DiVietro730042311/12/2026updated

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