Kelsey Ann Lebeda

Current Employers

Employment History

• 06/2012 → 09/2018
  Fidelity Investments
  Boca Raton, FL
• 07/2018 → 09/2018
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 10/2018 → 01/2022
  Charles Schwab & Co., Inc.
  Sarasota, FL
• 10/2018 → 01/2022
  Charles Schwab Bank
  Sarasota, FL
• 01/2022 → Present
  Fidelity Investments
  Sarasota, FL
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2022-03-25 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Sarasota, FL
  Bradenton, FL
• 2018-10-23 → 2022-02-03
  Charles Schwab & Co., Inc.
  West Palm Beach, FL
  Boca Raton, FL
  Coral Gables, FL
  Sarasota, FL
• 2018-07-13 → 2018-10-11
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 2013-10-21 → 2018-07-13
  Strategic Advisers Llc
  Boca Raton, FL
  Palm Beach Gardens, FL
  Ft. Lauderdale, FL

Other Businesses

OBA-126035|OrgNmn:Nanny Employment|Org Addr:Bradenton,Florida,US|OBA Nature:We have hired a nanny and are |Invst Rel:N|Title:Employer (of our nanny) |Duties:We are using a payroll service to pay our nanny who is taking care of our son|StrtDt:01-05-26|TotHrs/mon:1|TrdHrs/mon:0|

Exams

• S66 Uniform Combined State Law Examination
  2013-06-28
• S63 Uniform Securities Agent State Law Examination
  2012-10-05

Other Names

• Kelsey Ann Sisk
• Kelsey Ann Williams
• Kelsey Williams