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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

100 New Millennium Way, Durham, NC 27709-8204 • United States

Pittsboro, NC • 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
Fidelity Investments Durham NC 09/2023 Present
Self-Employed Pittsboro NC 03/2023 09/2023
Unemployed Pittsboro NC 10/2022 03/2023
Movement Mortgage Durham NC 06/2021 10/2022
Victorian Finance, Llc Durham NC 07/2019 06/2021
Primelending, A Plainscapital Company Durham NC 07/2017 05/2019
Homeside Financial, Llc Durham NC 05/2016 07/2017
Protect Painters Of North Raleigh And Wake Forest Chapel Hill NC 01/2014 10/2016
Fidelity Investments Boston MA 03/2025 Present
  • 09/2023 → Present
    Fidelity Investments
    Durham, NC
  • 03/2023 → 09/2023
    Self-Employed
    Pittsboro, NC
  • 10/2022 → 03/2023
    Unemployed
    Pittsboro, NC
  • 06/2021 → 10/2022
    Movement Mortgage
    Durham, NC
  • 07/2019 → 06/2021
    Victorian Finance, Llc
    Durham, NC
  • 07/2017 → 05/2019
    Primelending, A Plainscapital Company
    Durham, NC
  • 05/2016 → 07/2017
    Homeside Financial, Llc
    Durham, NC
  • 01/2014 → 10/2016
    Protect Painters Of North Raleigh And Wake Forest
    Chapel Hill, NC
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-10-10 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Pittsboro, NC
    Durham, NC
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-10-09
S63 Uniform Securities Agent State Law Examination 2023-11-17
  • S66 Uniform Combined State Law Examination
    2024-10-09
  • S63 Uniform Securities Agent State Law Examination
    2023-11-17
Other Names
  • Steven Rollin Winegar
  • Steven Winegar

View on SEC IAPD

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