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 476–500 of 666. The CSV contains the complete table.

AdviserIndividual CRDObservedAffiliation change
Michael S. Coe215162211/12/2026updated
Michael S. Orans458239211/12/2026updated
Michael Stephens632209411/12/2026added
Michael V. Cappelletti715312611/12/2026added
Michael V. Housen453696811/12/2026updated
Michaela A. Salamone750237311/12/2026updated
Michelle L. Bridge157814111/12/2026updated
Miguel D. Sanchez431375211/12/2026updated
Mitchell C. Walker694819211/12/2026added
Mitja M. Peterman575033311/12/2026updated
Mitja M. Peterman609966611/12/2026updated
Nancy F. R. Ramirez694336411/12/2026added
Natale A. Haworth598917411/12/2026updated
Natalie L. Fisk253475411/12/2026updated
Nathaniel Cephas670944211/12/2026updated
Nathaniel W. C. Smith816132011/12/2026added
Neal Gordon572222111/12/2026updated
Neil E. Bitzer219842211/12/2026updated
Neil E. Witkowski441715911/12/2026updated
Neil E. Witkowski441715911/12/2026updated
Neil H. Hullinger402225711/12/2026updated
Nezamkhon F. Khodjaev800787611/12/2026removed
Niall R. Lepper531953511/12/2026added
Nicholas A. Gibson502498311/12/2026added
Nicholas A. Todd768101411/12/2026updated

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