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Joselyn Kay Springer

Strategic Advisers LLC

Palm Beach Gardens, 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

Palm Beach Gardens, 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
Fidelity King Of Prussia PA 07/2013 Present
Fidelity Personal And Workplace Advisors Boston MA 07/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 07/2013 → Present
    Fidelity
    King Of Prussia, PA
  • 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
    Boston, MA
    Jupiter, FL
    Smithfield, RI
    Palm Beach Gardens, FL
  • 2014-01-08 → 2018-07-13
    Strategic Advisers Llc
    King Of Prussia, PA
    Boston, MA
    Berwyn, PA
    King Of Prussia, PA
    Cape May, NJ
    Belmar, NJ
    Cape May, NJ
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2013-10-04
S63 Uniform Securities Agent State Law Examination 2007-10-16
  • S66 Uniform Combined State Law Examination
    2013-10-04
  • S63 Uniform Securities Agent State Law Examination
    2007-10-16
Other Names
  • Josie Kay Mullen
  • Joselyn Mullen
  • Joselyn K Mullen
  • Joselyn Kay Mullen

View on SEC IAPD

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