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Rebekah A Peterson

Strategic Advisers LLC

San Diego, CA

Carlsbad, CA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

16745 West Bernardo Drive Suite 110, San Diego, CA 92127-1908 • United States

Carlsbad, CA • 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 Brokerage Services Llc San Diego CA 08/2018 Present
Wasatch Group Carlsbad CA 09/2015 08/2018
Fidelity Investments Boston MA 03/2025 Present
  • 08/2018 → Present
    Fidelity Brokerage Services Llc
    San Diego, CA
  • 09/2015 → 08/2018
    Wasatch Group
    Carlsbad, CA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2019-01-07 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    San Diego, CA
  • 2010-08-06 → 2012-10-09
    Strategic Advisers Llc
    Woodland Hills, CA
    Burbank, CA
  • 2007-02-21 → 2008-08-14
    Strategic Advisers Llc
    Greenwich, CT
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-11-21
S63 Uniform Securities Agent State Law Examination 2000-06-05
  • S66 Uniform Combined State Law Examination
    2018-11-21
  • S63 Uniform Securities Agent State Law Examination
    2000-06-05
Designations
Other Names
  • Bekah Bingham
  • Bekah Bingham
  • Bohdi Bingham
  • Rebekah A Peterson
  • Rebekah A Bingham
  • Bekah Peterson
  • Rebekah A Peterson
  • Rebekah A Peterson
  • Rebekah A Peterson
  • Rebekah Anne Peterson

View on SEC IAPD

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CETERA INVESTMENT ADVISERS LLC · SAN DIEGO, CA
RBC CAPITAL MARKETS, LLC · SAN DIEGO, CA
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