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 26–50 of 666. The CSV contains the complete table.

AdviserIndividual CRDObservedAffiliation change
Allison K. Baines655693911/12/2026updated
Alonso Tangarife580276111/12/2026updated
Alshamiere Fields724762911/12/2026updated
Amanda Huang731752011/12/2026updated
Amanda L. Picard564454211/12/2026updated
Amanda W. Progar827840711/12/2026added
Ameet Rajguru729221311/12/2026updated
Andrea M. McLelland651780811/12/2026updated
Andrew D. Zanowski595799411/12/2026updated
Andrew G. Bourke800974011/12/2026updated
Andrew J. Tyson532090811/12/2026updated
Andrew Jones757090611/12/2026updated
Andrew W. Coucci832009411/12/2026updated
Angel A. Lopez769300311/12/2026updated
Angel Sledge752099111/12/2026added
Angela Gjuraj759561311/12/2026added
Ankita Pandey698309511/12/2026updated
Anna Perasso284490011/12/2026removed
Annette Quigley312863311/12/2026updated
Anthony A. Lerma535250711/12/2026updated
Anthony C. Pecoraro241303911/12/2026updated
Anthony J. Latos493784611/12/2026updated
Anthony J. Stefani773089811/12/2026updated
Anthony Kerins290422511/12/2026added
Anthony R. Harris678367611/12/2026updated

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