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 151–175 of 666. The CSV contains the complete table.

AdviserIndividual CRDObservedAffiliation change
Dana K. Williams112254711/12/2026updated
Daniel D. Beach536465811/12/2026updated
Daniel Holzman687839611/12/2026updated
Daniel J. Auld735143211/12/2026updated
Daniel J. Cote821644111/12/2026updated
Daniel J. Driscoll736553911/12/2026added
Daniel P. O'Connell531864211/12/2026updated
Daniel R. Braile804855111/12/2026updated
Daniel R. Panique797252311/12/2026updated
Danielle E. Udland698730411/12/2026updated
Danielle M. Gates312059611/12/2026updated
Danny L. Holder70957511/12/2026removed
Dany Coq758873711/12/2026updated
Darin R. Swall701254811/12/2026updated
Darren L. Meyer455879411/12/2026updated
David A. Thompson651578911/12/2026updated
David J. Corcia837116911/12/2026added
David J. Richards478104011/12/2026removed
David K. Martin247282211/12/2026updated
David K. Pettus707993311/12/2026updated
David M. Hillner639435911/12/2026updated
David N. Sterling446098811/12/2026updated
David R. Vanderhovel255285811/12/2026updated
David S. Lex438615811/12/2026updated
David S. McGaughey140196111/12/2026updated

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