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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

4671 Town Center Pkwy, Jacksonville, FL 32246-7400 • United States

Jacksonville, FL • 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
Wells Fargo Advisors, Llc Jacksonville FL 03/2016 11/2016
Wells Fargo Clearing Services, Llc Jacksonville FL 11/2016 09/2017
Allstate Insurance Company Jacksonville FL 08/2017 03/2019
Sambito Financial Llc Jacksonville FL 09/2018 03/2019
Fidelity Brokerage Services, Llc Jacksonville FL 03/2019 Present
Fidelity Investments Boston MA 03/2025 Present
  • 03/2016 → 11/2016
    Wells Fargo Advisors, Llc
    Jacksonville, FL
  • 11/2016 → 09/2017
    Jacksonville, FL
  • 08/2017 → 03/2019
    Allstate Insurance Company
    Jacksonville, FL
  • 09/2018 → 03/2019
    Sambito Financial Llc
    Jacksonville, FL
  • 03/2019 → Present
    Fidelity Brokerage Services, Llc
    Jacksonville, FL
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2019-05-16 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Jacksonville, FL
  • 2017-09-26 → 2019-03-15
    Jacksonville, FL
  • 2016-04-04 → 2017-09-06
    Jacksonville, FL
    Jacksonville, FL
  • 2007-01-16 → 2016-04-05
    Truist Investment Services, Inc.
    Middleburg, FL
    Jacksonville, FL
    Jacksonville, FL
    Amelia Island, FL
    Jacksonville, FL
    Jacksonville, FL
    Jacksonville, FL
    Jacksonville, FL
    Jacksonville, FL
    Jacksonville, FL
    Jacksonville, FL
    Jacksonville, FL
    Jacksonville, FL
    Neptune Beach, FL
    Ponte Vedra Beach, FL
    Jacksonville, FL
    Jacksonville, FL
    Amelia Island, FL
    Jacksonville, FL
    Jacksonville, FL
    Yulee, FL
  • 2003-01-31 → 2007-01-05
    Los Angeles, CA
    Hawthorne, CA
    Santa Monica, CA
    Rolling Hills Estates, CA
    Los Angeles, CA
Other Businesses

OBA-131793|OrgNmn:Sunshine Yard Solutions|Org Addr:Jacksonvil,Florida,US|OBA Nature:Landscape|Invst Rel:N|Title:Partner to use my Disabled Vetera|Duties:NONE, business is for spouse|StrtDt:|TotHrs/mon:1|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2000-09-25
  • S66 Uniform Combined State Law Examination
    2000-09-25
Other Names
  • Sandra A Sambito
  • Sandra Sambito
  • Sandra Ann Sambito

View on SEC IAPD

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