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 51–75 of 666. The CSV contains the complete table.

AdviserIndividual CRDObservedAffiliation change
Antonia M. Dolloff756594811/12/2026updated
Antonio M. Palazzo694805211/12/2026updated
April Anekboon688458911/12/2026updated
April M. Harper551796911/12/2026updated
Arianne Cendon-Ruisanchez812451911/12/2026updated
Ariel Peralta545907511/12/2026removed
Ashleigh J. Brooker505063311/12/2026updated
Ashton J. Urda714495911/12/2026updated
Audrey J. Soza616093111/12/2026removed
Austin Brockenbrough234713411/12/2026updated
Austin C. Venczel735783711/12/2026updated
Austin J. Schwartz732288311/12/2026updated
Aya E. Hossaini711725611/12/2026updated
Babak Adeli723319311/12/2026updated
Bailey Ross741672911/12/2026updated
Barbara E. Gilroy138348711/12/2026added
Barry Rovner836211711/12/2026added
Bella Jin761731711/12/2026added
Benjamin Harris690930811/12/2026updated
Benjamin J. Hanley599064211/12/2026updated
Benjamin S. Alaimo-Monson522753911/12/2026updated
Benjamin W. Halloff818852211/12/2026added
Bernard Lynn707361311/12/2026updated
Boris J. Andrikos228897811/12/2026updated
Brad A. Herman520022611/12/2026updated

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