Best Investors Account Sign in
Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
NM RA APPROVED 2025-03-31
TX RA APPROVED_RES 2025-03-31
  • NM RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

2100 Louisiana Blvd Ne Building 209, Albuquerque, NM 87110-5413 • United States

Albuquerque, NM • 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 No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Edward Jones St Louis MO 11/2015 11/2019
Fidelity Brokerage Services Llc Albuquerque NM 12/2019 Present
Fidelity Investments Boston MA 03/2025 Present
  • 11/2015 → 11/2019
    St Louis, MO
  • 12/2019 → Present
    Fidelity Brokerage Services Llc
    Albuquerque, NM
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2019-12-18 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Albuquerque, NM
  • 2016-01-13 → 2019-11-25
    Albuquerque, NM
    St Louis, MO
    La Porte, TX
    Albuquerque, NM
    Bernalillo, NM
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-01-11
  • S66 Uniform Combined State Law Examination
    2016-01-11
Designations
Other Names
  • Lonnie Aaron Brink
  • Lonnie A Brink

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Albuquerque, NM

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor