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 501–525 of 666. The CSV contains the complete table.

AdviserIndividual CRDObservedAffiliation change
Nicholas Castricone717060511/12/2026added
Nicholas Eldridge811510311/12/2026added
Nicholas F. Columbo532116311/12/2026updated
Nicholas J. Burns831995111/12/2026updated
Nicholas R. Uhl831854611/12/2026added
Nicole C. Chapple743404111/12/2026updated
Nicole R. Danke429299511/12/2026updated
Nikhil Jeevaraj674313711/12/2026added
Noah K. Wilson752367711/12/2026updated
Norviel Alvarez733688611/12/2026updated
Oliver W. Hering787321611/12/2026removed
Olys Escobar756544011/12/2026added
Padmalatha Teppala766437111/12/2026updated
Paige E. Bentz630805911/12/2026updated
Palmer J. Capretta697120211/12/2026added
Parker E. Hughes836247511/12/2026added
Patrick Meier545923311/12/2026updated
Patrick O'Toole835707011/12/2026added
Patrick R. Kincade834253611/12/2026added
Patrick S. Mullins580922811/12/2026updated
Patty S. Bartholomew708605011/12/2026updated
Paul E. Dorsey549296511/12/2026updated
Paul Lieu259116811/12/2026updated
Paul R. Hoelsworth831856011/12/2026added
Paul S. Devore6674311/12/2026updated

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