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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_RES 2025-03-31
  • FL RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

201 N Cattlemen Rd, Sarasota, FL 34243-4743 • United States

Bradenton, FL • United States

49 North 400 West, Salt Lake City, UT 84101-1368 • 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
Cco Investment Services Corp. Mechanicsburg PA 06/2012 01/2018
Santander Bank, Na Boston MA 01/2018 01/2020
Santander Securities, Llc Dorchester MA 01/2018 01/2020
Merrill Lynch, Pierce, Fenner & Smith Incorporated Camp Hill PA 01/2020 09/2022
Bank Of America, N.A. Camp Hill PA 02/2020 09/2022
Fidelity Investments Salt Lake City UT 09/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 06/2012 → 01/2018
    Cco Investment Services Corp.
    Mechanicsburg, PA
  • 01/2018 → 01/2020
    Santander Bank, Na
    Boston, MA
  • 01/2018 → 01/2020
    Dorchester, MA
  • 01/2020 → 09/2022
    Camp Hill, PA
  • 02/2020 → 09/2022
    Bank Of America, N.A.
    Camp Hill, PA
  • 09/2022 → Present
    Fidelity Investments
    Salt Lake City, UT
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-11-14 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Bradenton, FL
  • 2020-01-31 → 2022-09-26
    Lakewood Ranch, FL
    Camp Hill, PA
  • 2018-01-16 → 2020-02-03
    Harrisburg, PA
    Harrisburg, PA
    Enola, PA
    Etters, PA
    York, PA
    York, PA
    York, PA
    Manchester, PA
    Harrisburg, PA
    Harrisburg, PA
    New Cumberland, PA
    Harrisburg, PA
    Mechanicsburg, PA
    Villanova, PA
  • 2012-06-11 → 2018-01-04
    Harrisburg, PA
    Harrisburg, PA
    Mechanicsburg, PA
    Camp Hill, PA
    Dillsburg, PA
    Monroeville, PA
  • 2008-06-24 → 2012-05-21
    Hanover, PA
    Hanover, PA
    New Oxford, PA
    Mcsherrystown, PA
    New Oxford, PA
    New Oxford, PA
    Wellsville, PA
    Hanover, PA
    Hanover, PA
    Hanover, PA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2008-06-23
S63 Uniform Securities Agent State Law Examination 2002-07-05
  • S65 Uniform Investment Adviser Law Examination
    2008-06-23
  • S63 Uniform Securities Agent State Law Examination
    2002-07-05
Other Names
  • Lucy Ann Marie Checkan
  • Lucy Ann Marie Bartlett
  • Lucy Ann Marie Sowers
  • Lucy Ann Marie Sowers
  • Lucy Ann Sowers
  • Lucy Sowers

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