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Kevin Adam Branham

Strategic Advisers LLC

Chula Vista, CA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Chula Vista, CA • 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
Td Ameritrade, Inc. Portland OR 07/2016 07/2021
Ron's Pro Shop Coronado CA 01/2005 12/2016
Let'S Go Sales Co, Llc Santee CA 08/2021 02/2023
Ronald Joe Branham, Inc Santee CA 01/2022 02/2023
Fidelity Investments San Diego CA 02/2023 Present
Fidelity Investments Boston MA 03/2025 Present
  • 07/2016 → 07/2021
    Td Ameritrade, Inc.
    Portland, OR
  • 01/2005 → 12/2016
    Ron's Pro Shop
    Coronado, CA
  • 08/2021 → 02/2023
    Let'S Go Sales Co, Llc
    Santee, CA
  • 01/2022 → 02/2023
    Ronald Joe Branham, Inc
    Santee, CA
  • 02/2023 → Present
    Fidelity Investments
    San Diego, CA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-04-10 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    San Diego, CA
  • 2016-10-03 → 2021-07-13
    Td Ameritrade, Inc.
    San Diego, CA
    San Diego, CA
    San Diego, CA
    Omaha, NE
    Austin, TX
    Portland, OR
  • 2016-10-03 → 2021-07-13
    Td Ameritrade Investment Management, Llc
    San Diego, CA
    Austin, TX
    Portland, OR
    Portland, OR
Other Businesses

OBA-96758|OrgNmn:Let's Go Sales Co|Org Addr:Santee,California,US|OBA Nature:Ditributor of snack foods to U|Invst Rel:N|Title:Partner|Duties:Adminstrative tasks, accounting|StrtDt:08-18-21|TotHrs/mon:10|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-09-30
  • S66 Uniform Combined State Law Examination
    2016-09-30

View on SEC IAPD

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