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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

Orlando, FL • United States

900 North Orlando Ave, Winter Park, FL 32789-2924 • 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
Scottrade Orlando FL 07/2011 03/2018
J.P. Morgan Chase Bank, N.A. Orlando FL 01/2021 06/2021
J.P. Morgan Securities, Llc Orlando FL 01/2021 06/2021
Scottrade Investment Managment Orlando FL 03/2017 03/2018
Td Ameritrade, Inc. Orlando FL 03/2018 01/2021
Td Ameritrade Investment Management, Llc Orlando FL 03/2018 01/2021
Charles Schwab Orlando FL 07/2011 12/2020
Fidelity Investments Altamonte Springs FL 07/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 07/2011 → 03/2018
    Scottrade
    Orlando, FL
  • 01/2021 → 06/2021
    J.P. Morgan Chase Bank, N.A.
    Orlando, FL
  • 01/2021 → 06/2021
    Orlando, FL
  • 03/2017 → 03/2018
    Scottrade Investment Managment
    Orlando, FL
  • 03/2018 → 01/2021
    Td Ameritrade, Inc.
    Orlando, FL
  • 03/2018 → 01/2021
    Td Ameritrade Investment Management, Llc
    Orlando, FL
  • 07/2011 → 12/2020
    Charles Schwab
    Orlando, FL
  • 07/2021 → Present
    Fidelity Investments
    Altamonte Springs, FL
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-08-27 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Altamonte Springs, FL
  • 2021-02-01 → 2021-06-15
    Kissimmee, FL
    Orlando, FL
    Orlando, FL
    Orlando, FL
    Orlando, FL
  • 2018-03-23 → 2021-01-11
    Td Ameritrade, Inc.
    Winter Park, FL
    Ormond Beach, FL
  • 2018-03-21 → 2020-12-31
    Td Ameritrade Investment Management, Llc
    Altamonte Springs, FL
    Ormond Beach, FL
  • 2017-08-04 → 2018-03-20
    Scottrade Investment Management
    Oviedo, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-07-07
S63 Uniform Securities Agent State Law Examination 2011-12-01
  • S66 Uniform Combined State Law Examination
    2017-07-07
  • S63 Uniform Securities Agent State Law Examination
    2011-12-01
Other Names
  • Heather Workman
  • Heather House Workman
  • Heather House
  • Heather Lynann House

View on SEC IAPD

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