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Diana Lisbeth Vasquez

Strategic Advisers LLC

Lakewood, CA

Seal Beach, 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_RES 2025-03-31
  • CA RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

Lakewood, CA • United States

12201 Seal Beach Blvd, Seal Beach, CA 90740-2634 • 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
Charles Schwab Bank Torrance CA 11/2015 01/2018
Khokoi Los Angeles CA 10/2016 04/2017
H & R Block Wilmington CA 01/2018 04/2018
Dba Travel Notary La Los Angeles CA 01/2018 04/2019
H & R Block Torrance CA 07/2018 10/2018
H & R Block Los Angeles CA 01/2019 04/2019
Unemployed Los Angeles CA 04/2019 11/2019
Fidelity Brokerage Services Seal Beach CA 11/2019 Present
Charles Schwab & Co., Inc. Torrance CA 11/2015 01/2018
Unemployed Los Angeles CA 04/2018 07/2018
Unemployed Los Angeles CA 11/2018 12/2018
Fidelity Investments Boston MA 03/2025 Present
  • 11/2015 → 01/2018
    Charles Schwab Bank
    Torrance, CA
  • 10/2016 → 04/2017
    Khokoi
    Los Angeles, CA
  • 01/2018 → 04/2018
    H & R Block
    Wilmington, CA
  • 01/2018 → 04/2019
    Dba Travel Notary La
    Los Angeles, CA
  • 07/2018 → 10/2018
    H & R Block
    Torrance, CA
  • 01/2019 → 04/2019
    H & R Block
    Los Angeles, CA
  • 04/2019 → 11/2019
    Unemployed
    Los Angeles, CA
  • 11/2019 → Present
    Fidelity Brokerage Services
    Seal Beach, CA
  • 11/2015 → 01/2018
    Charles Schwab & Co., Inc.
    Torrance, CA
  • 04/2018 → 07/2018
    Unemployed
    Los Angeles, CA
  • 11/2018 → 12/2018
    Unemployed
    Los Angeles, CA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2019-12-16 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Seal Beach, CA
  • 2016-06-06 → 2018-01-03
    Charles Schwab & Co., Inc.
    Torrance, CA
Other Businesses

OBA-109005|OrgNmn:Airbnb|Org Addr:Santa Mart,,CO|OBA Nature:Vacation rental|Invst Rel:Y|Title:owner|Duties:managing booking of rental property, communicating with guests|StrtDt:05-01-24|TotHrs/mon:10|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-06-06
  • S66 Uniform Combined State Law Examination
    2016-06-06
Other Names
  • Diana Vasquez

View on SEC IAPD

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