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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

1057 Lake Sumter Landing, The Villages, FL 32162-2698 • United States

Beverly Hills, FL • 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
Transamerica Retirement Solutions St. Petersburg FL 02/2015 10/2016
Transamerica Investors Securities Corporation St. Petersburg FL 02/2015 10/2016
Unemployed Shallowater TX 10/2016 02/2017
Scottrade, Inc. Lubbock TX 02/2017 02/2018
Td Ameritrade, Inc. Lubbock TX 02/2018 10/2018
Td Ameritrade Investment Management, Llc Lubbock TX 02/2018 10/2018
J. P. Morgan Securities, Llc Lubbock TX 12/2018 06/2020
Unemployed Shallowater TX 11/2018 11/2018
Jpmorgan Chase Bank, N.A. Lubbock TX 12/2018 06/2020
Scottrade Investment Management Lubbock TX 02/2017 02/2018
Unemployed Shallowater TX 06/2020 09/2020
Valic Financial Advisors, Inc. Plano TX 09/2020 09/2021
Fidelity Investments The Villages FL 10/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 02/2015 → 10/2016
    Transamerica Retirement Solutions
    St. Petersburg, FL
  • 02/2015 → 10/2016
    Transamerica Investors Securities Corporation
    St. Petersburg, FL
  • 10/2016 → 02/2017
    Unemployed
    Shallowater, TX
  • 02/2017 → 02/2018
    Scottrade, Inc.
    Lubbock, TX
  • 02/2018 → 10/2018
    Td Ameritrade, Inc.
    Lubbock, TX
  • 02/2018 → 10/2018
    Td Ameritrade Investment Management, Llc
    Lubbock, TX
  • 12/2018 → 06/2020
    J. P. Morgan Securities, Llc
    Lubbock, TX
  • 11/2018 → 11/2018
    Unemployed
    Shallowater, TX
  • 12/2018 → 06/2020
    Jpmorgan Chase Bank, N.A.
    Lubbock, TX
  • 02/2017 → 02/2018
    Scottrade Investment Management
    Lubbock, TX
  • 06/2020 → 09/2020
    Unemployed
    Shallowater, TX
  • 09/2020 → 09/2021
    Plano, TX
  • 10/2021 → Present
    Fidelity Investments
    The Villages, FL
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-11-16 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    The Villages, FL
  • 2020-09-21 → 2021-10-13
    Addison, TX
    Gainesville, FL
  • 2019-02-05 → 2020-06-24
    Lubbock, TX
  • 2018-02-27 → 2018-10-09
    Td Ameritrade, Inc.
    Lubbock, TX
  • 2018-02-26 → 2018-10-09
    Td Ameritrade Investment Management, Llc
    Omaha, NE
  • 2017-08-16 → 2018-02-26
    Scottrade Investment Management
    Saint Louis, MO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-08-16
  • S66 Uniform Combined State Law Examination
    2017-08-16
Other Names
  • Amanda C Prescott
  • Amanda Catherine Prescott
  • Amanda Prescott

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