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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-04-04
TX RA APPROVED 2025-04-02
  • FL RA
    APPROVED
    Since 2025-04-04
  • TX RA
    APPROVED
    Since 2025-04-02

Branch Locations

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

Jacksonville, 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
Teleperformance Usa Jacksonville FL 10/2024 12/2024
Comcast Jacksonville FL 07/2016 09/2016
First Command Brokerage Services, Inc Fort Worth TX 09/2024 09/2024
Ushealth Advisors Jacksonville FL 04/2016 09/2016
Florida Blue Jacksonville FL 07/2019 08/2024
Unemployed Jacksonville FL 12/2024 01/2025
Office Depot Jacksonville FL 10/2016 08/2017
Fidelity Investments Jacksonville FL 01/2025 Present
Guidewell Connect (Subsidiary Of Florida Blue) Jacksonville FL 09/2017 07/2019
  • 10/2024 → 12/2024
    Teleperformance Usa
    Jacksonville, FL
  • 07/2016 → 09/2016
    Comcast
    Jacksonville, FL
  • 09/2024 → 09/2024
    First Command Brokerage Services, Inc
    Fort Worth, TX
  • 04/2016 → 09/2016
    Ushealth Advisors
    Jacksonville, FL
  • 07/2019 → 08/2024
    Florida Blue
    Jacksonville, FL
  • 12/2024 → 01/2025
    Unemployed
    Jacksonville, FL
  • 10/2016 → 08/2017
    Office Depot
    Jacksonville, FL
  • 01/2025 → Present
    Fidelity Investments
    Jacksonville, FL
  • 09/2017 → 07/2019
    Guidewell Connect (Subsidiary Of Florida Blue)
    Jacksonville, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-09-14
S63 Uniform Securities Agent State Law Examination 2024-09-06
  • S65 Uniform Investment Adviser Law Examination
    2024-09-14
  • S63 Uniform Securities Agent State Law Examination
    2024-09-06
Other Names
  • Brian Neal Strobel
  • Brian N Strobel

View on SEC IAPD

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