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 526–550 of 666. The CSV contains the complete table.

AdviserIndividual CRDObservedAffiliation change
Paula L. Sheffield300413411/12/2026updated
Pedro J. Dager563887411/12/2026updated
Penelope J. Kaufman192259811/12/2026updated
Peter D. Boockvar255148211/12/2026updated
Peter S. Trotman831998011/12/2026updated
Peter Sergyeyenko767908311/12/2026updated
Prentiss R. Smith503319311/12/2026updated
Rachel E. Fisher821730811/12/2026added
Rachel N. Weiland720836711/12/2026updated
Ramiro E. D. Amado792291611/12/2026updated
Randall A. Scianna322515611/12/2026updated
Randall J. Whitman523835611/12/2026updated
Ricardo D. L. Torre507453911/12/2026updated
Ricardo D. L. Torre507453911/12/2026updated
Richard C. Fanch267450611/12/2026updated
Richard G. Fallon691736411/12/2026updated
Richard G. Faw592230711/12/2026updated
Richard Goodwin233203511/12/2026added
Richard K. Weld806814911/12/2026updated
Richard W. Babusiak572909911/12/2026updated
Rigoberto Lopez716888611/12/2026updated
Riley Anderson740754711/12/2026updated
Riley P. Mead810173611/12/2026updated
Robert A. Howerter218699811/12/2026removed
Robert A. Maki596584511/12/2026updated

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