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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 2025-03-31
  • FL RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

Saint Augustine, FL • United States

4601 Touchton Rd East, Bldg 400, Jacksonville, FL 32246-4484 • 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 Investments American Fork UT 12/2012 Present
Fidelity Personal And Workplace Advisors Boston MA 07/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 12/2012 → Present
    Fidelity Investments
    American Fork, UT
  • 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
    Saint Augustine, FL
    Jacksonville, FL
  • 2014-06-12 → 2018-07-13
    Salt Lake City, UT
    American Fork, UT
    Jacksonville, FL
Other Businesses

OBA-122784|OrgNmn:Pineapple Ride and Tour |Org Addr:St Augusti,Florida,US|OBA Nature:History Tours|Invst Rel:N|Title:Employee|Duties:History Tour Guide while driving customers around the city of St. Augustine, FL|StrtDt:|TotHrs/mon:40|TrdHrs/mon:0|OBA-122785|OrgNmn:Discover St Augustine Tours|Org Addr:St Augusti,Florida,US|OBA Nature:Walking Tour guide business|Invst Rel:N|Title:Sole Proprietor|Duties:Creator and owner of Discover St Augustine Tours|StrtDt:|TotHrs/mon:10|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-06-08
S63 Uniform Securities Agent State Law Examination 2013-03-11
  • S66 Uniform Combined State Law Examination
    2014-06-08
  • S63 Uniform Securities Agent State Law Examination
    2013-03-11

View on SEC IAPD

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