Ryan Allan Wharton

Current Employers

Employment History

• 08/2011 → 01/2021
  Tdameritrade
  Cincinnati, OH
• 01/2021 → 05/2021
  Cx Institutional
  Auburn, IN
• 06/2021 → Present
  Fidelity Invesmtnents
  Jacksonville, FL
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2025-03-31 → 2025-05-13
  Strategic Advisers Llc
  St Johns, FL
  Jacksonville, FL
  Boston, MA
• 2021-08-02 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Jacksonville, FL
• 2021-02-23 → 2021-05-18
  Cx Institutional, Llc
  Auburn, IN
• 2011-08-08 → 2021-01-11
  Td Ameritrade Investment Management, Llc
  Cincinnati, OH
  Cincinnati, OH
• 2011-08-08 → 2020-12-31
  Td Ameritrade, Inc.
  Cincinnati, OH
  Cincinnati, OH
  Westlake, TX
• 2010-07-13 → 2011-07-29
  Fifth Third Securities, Inc.
  Cincinnati, OH
• 2009-07-29 → 2010-03-05
  Waddell & Reed
  West Chester, OH

Other Businesses

(1) Name: Sandbox Capital LLC; Investment-Related: Yes; Address: 57 Riva Ridge Pl, Saint Johns, FL 32259; Nature of Business: Real estate and special situation investing; Position / Title: Managing Member; Start Date: 1/20/2022; Approx. Hrs./Month: 4; Number of hours during securities trading hours: 0; Duties: Holding company for potential real estate and special situation investment opportunities; --- (2) Name: Jacksonville Area Golf Association; Investment-Related: No; Address: 830-13 A1A North, Box 158, Ponte Vedra Beach, FL 32082; Nature of business: directorship for golf organization; Position: Officer; Title: Director; Start Date: 6/24/2022; Approx. Hrs./Month: 4; Number of hours during securities trading hours: 0; Duties: Non-compensated member of the Board of Directors. Help shape the strategic direction for local amateur golf and various competitions administered by the organization.

Exams

• S65 Uniform Investment Adviser Law Examination
  2009-08-07
• S63 Uniform Securities Agent State Law Examination
  2004-10-28

Designations

Other Names

• Ryan Allan Wharton
• Ryan Wharton