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 101–125 of 666. The CSV contains the complete table.

AdviserIndividual CRDObservedAffiliation change
Byron T. Ramult310025711/12/2026removed
Calandra S. Booker318675711/12/2026updated
Caleb A. Luckett716393111/12/2026updated
Caleb D. Smith799172611/12/2026updated
Calvin Roberts680030911/12/2026updated
Camden W. Miller742388011/12/2026added
Cameron F. Meares695408311/12/2026updated
Candace A. Link215397811/12/2026added
Candice R. Kakar515426411/12/2026updated
Carman F. Young695855711/12/2026added
Carrie N. Kulig287184511/12/2026updated
Carson C. Boyll810792711/12/2026updated
Carson T. Sanford626257811/12/2026updated
Catherine Heine822874811/12/2026added
Cecil M. Deas290897511/12/2026updated
Chad A. Carson467204111/12/2026updated
Chad Alder542400511/12/2026updated
Charlene J. Hunt650995911/12/2026updated
Charles M. Fetner414623611/12/2026updated
Chase H. Breslaw713107311/12/2026added
Chase M. Morris749960311/12/2026updated
Chase T. Willauer712077911/12/2026updated
Christian M. Wuertz811220011/12/2026added
Christian W. K. Hinkle754696511/12/2026added
Christina M. Martinez753211911/12/2026updated

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