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Gregg H Lunsford

Strategic Advisers LLC

Saint Augustine, FL

Jacksonville, FL

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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

Saint Augustine, FL • United States

4601 Touchton Rd East, Bldg 400, Jacksonville, FL 32246-4484 • 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 Jacksonville FL 06/2007 Present
Fidelity Personal And Workplace Advisors Boston MA 07/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 06/2007 → Present
    Fidelity Investments
    Jacksonville, FL
  • 07/2018 → Present
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2018-07-13 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Jacksonville, FL
  • 2010-09-21 → 2018-07-13
    Strategic Advisers Llc
    Jacksonville, FL
Other Businesses

OBA-128849|OrgNmn:Gregg Lunsford Enterprises|Org Addr:St. August,Florida,US|OBA Nature:Digital Content Creation, a va|Invst Rel:N|Title:Owner|Duties:None currently|StrtDt:05-04-26|TotHrs/mon:20|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2010-10-05
S63 Uniform Securities Agent State Law Examination 2007-10-02
  • S66 Uniform Combined State Law Examination
    2010-10-05
  • S63 Uniform Securities Agent State Law Examination
    2007-10-02
Other Names
  • Gregg Houston Lunsford
  • Gregg Williams
  • Gregg Houston Williams

View on SEC IAPD

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