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Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • FL RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

350 5Th Avenue South Ste 202, Naples, FL 34102-6576 • United States

Naples, FL • United States

5200 Tamiami Trail N Suites 103, 201 - 204, Naples, FL 34103-2817 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Regal Securities Glenview IL 06/2015 06/2019
Fidelity Brokerage Services Naples FL 06/2019 Present
Fidelity Investments Boston MA 03/2025 Present
  • 06/2015 → 06/2019
    Regal Securities
    Glenview, IL
  • 06/2019 → Present
    Fidelity Brokerage Services
    Naples, FL
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2019-06-27 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Naples, FL
  • 2015-07-07 → 2019-06-17
    Fort Myers, FL
    Glenview, IL
Other Businesses

OBA-126042|OrgNmn:Poshmark Store |Org Addr:Naples,Florida,US|OBA Nature:Selling old clothing online th|Invst Rel:N|Title:Independent seller |Duties:Take pictures of clothes, negotiate with buyers and ship clothes when purchased. |StrtDt:|TotHrs/mon:10|TrdHrs/mon:0|OBA-93794|OrgNmn:Financial Planners Association of SW FL|Org Addr:Naples,Florida,US|OBA Nature:Networking organization to fur|Invst Rel:N|Title:Officer|Duties:Treasurer help run the day to day organization and will have access to a small checking and savings account on behalf of the organization.|StrtDt:01-01-23|TotHrs/mon:10|TrdHrs/mon:1|OBA-107459|OrgNmn:Alpha Chi Omega|Org Addr:Indianapol,Indiana,US|OBA Nature:a women's fraternity |Invst Rel:N|Title:Province Alumnae Chair |Duties:Support the needs of alumnae chapters and officers througout south Florida. |StrtDt:04-01-24|TotHrs/mon:20|TrdHrs/mon:0|

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2001-02-28
  • S63 Uniform Securities Agent State Law Examination
    2001-02-28
Designations
Other Names
  • Veronica Lynn Gude

View on SEC IAPD

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