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 551–575 of 666. The CSV contains the complete table.

AdviserIndividual CRDObservedAffiliation change
Robert C. Whiteside252519011/12/2026updated
Robert F. Lepore109194011/12/2026updated
Robert G. Parkinson150411211/12/2026updated
Robert Gaukel797915711/12/2026updated
Robert Howe668492711/12/2026updated
Robert K. Kight285413711/12/2026removed
Robert L. Pessell117629911/12/2026updated
Robert M. Daggett774291111/12/2026updated
Robert M. Wheatley554462511/12/2026updated
Robert R. Shampine463810211/12/2026added
Robert W. Allbright400698011/12/2026updated
Rod Glisic489056211/12/2026updated
Roger C. Reynolds302425511/12/2026updated
Roman Bove834521311/12/2026added
Romano Sergi760523911/12/2026updated
Rommel P. Salas687166211/12/2026updated
Ronald J. Parker770826911/12/2026updated
Ronald L. Woods771299711/12/2026updated
Rosemarie R. Robinson277705811/12/2026updated
Ross M. Beck812546611/12/2026updated
Ross Ward607988111/12/2026updated
Roubik Sarian657491211/12/2026updated
Russell T. Doe197433511/12/2026updated
Ryan A. Follett726545111/12/2026updated
Ryan A. Kirby460170611/12/2026updated

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