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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

4601 Touchton Rd East, Bldg 400, Jacksonville, FL 32246-4484 • United States

Ponte Vedra, FL • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal Yes
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fidelity Brokerage Services Llc Jacksonville FL 02/2015 Present
Fidelity Investments Boston MA 03/2025 Present
  • 02/2015 → Present
    Fidelity Brokerage Services Llc
    Jacksonville, FL
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2018-07-15 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Jacksonville, FL
  • 2018-06-20 → 2018-07-13
    Jacksonville, FL
Other Businesses

OBA-9045|OrgNmn:LifeVantage|Org Addr:Ponte Vedr,Florida,US|OBA Nature:nutritional health supplements|Invst Rel:N|Title:Distributor|Duties:Sell vitamin supplements by recruiting other distributors|StrtDt:08-22-17|TotHrs/mon:4|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-06-08
S63 Uniform Securities Agent State Law Examination 2015-04-07
  • S66 Uniform Combined State Law Examination
    2018-06-08
  • S63 Uniform Securities Agent State Law Examination
    2015-04-07
Other Names
  • Dorothy Ann Fulford
  • Dorothy Fulford Browning

View on SEC IAPD

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