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Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2025-03-31
  • VA RA
    APPROVED
    Since 2025-03-31

Branch Locations

Chesapeake, VA • 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
Wells Fargo Advisors, Llc San Francisco CA 06/2015 11/2016
Wells Fargo Clearing Services, Llc San Francisco CA 11/2016 02/2019
Lincoln Financial Advisors Glen Allen VA 02/2019 01/2020
Janney Montgomery Scott Llc Richmond VA 01/2020 01/2022
Fidelity Investments Richmond VA 01/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 06/2015 → 11/2016
    Wells Fargo Advisors, Llc
    San Francisco, CA
  • 11/2016 → 02/2019
    San Francisco, CA
  • 02/2019 → 01/2020
    Lincoln Financial Advisors
    Glen Allen, VA
  • 01/2020 → 01/2022
    Richmond, VA
  • 01/2022 → Present
    Fidelity Investments
    Richmond, VA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-03-16 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Mechanicsville, VA
  • 2020-01-06 → 2022-01-10
    Richmond, VA
    Richmond, VA
    Richmond, VA
  • 2019-02-06 → 2019-12-19
    Osaic Fa, Inc.
    Richmond, VA
  • 2015-10-20 → 2019-02-14
    San Francisco, CA
    Corte Madera, CA
    Richmond, VA
Other Businesses

OBA-129038|OrgNmn:Siciluna|Org Addr:Chesapeake,Virginia,US|OBA Nature:Design objects that can be cre|Invst Rel:N|Title:Sole Proprietor|Duties:create designs or logos using graphic design tools|StrtDt:06-01-26|TotHrs/mon:8|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-12-31
S63 Uniform Securities Agent State Law Examination 2012-10-22
  • S66 Uniform Combined State Law Examination
    2018-12-31
  • S63 Uniform Securities Agent State Law Examination
    2012-10-22
Other Names
  • Maria Ingrande
  • Maria Luisa Ingrande

View on SEC IAPD

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