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 201–225 of 666. The CSV contains the complete table.

AdviserIndividual CRDObservedAffiliation change
Edwin E. Melo725558711/12/2026updated
Edwin H. Stone221079411/12/2026added
Ehren F. Scheib694238211/12/2026updated
Ekaterina Leiser704021411/12/2026updated
Elias M. Rothblatt777975111/12/2026added
Elisa Mullisi790386411/12/2026added
Elisabeth R. Crupe498813511/12/2026updated
Ella Branham836571111/12/2026added
Emily Cronkey798059011/12/2026updated
Emily M. Shipcott688496711/12/2026updated
Enki Younan765620911/12/2026updated
Ephraim H. Bautista792722411/12/2026updated
Eric J. Demmon455447211/12/2026updated
Eric R. Cordes614289711/12/2026updated
Eric Tarlo784771311/12/2026updated
Erich N. Jochimsen740141711/12/2026added
Erik D. Bunderson635253211/12/2026updated
Erin R. Schullery756339711/12/2026updated
Erin R. Schullery756339711/12/2026updated
Erin Ziccarelli833542311/12/2026added
Esther L. B. D. Avalos736328911/12/2026updated
Ethan King783021711/12/2026added
Evan J. Forrest815162611/12/2026added
Evan Theroux833199211/12/2026added
Evangelia Platis720834211/12/2026updated

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