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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

5905 Legacy Dr Suite A100, Plano, TX 75024-4118 • United States

Plano, TX • 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
Pruco Securities, Llc. Hunt Valley MD 02/2020 12/2023
Ra Sushi Baltimore MD 08/2019 11/2019
Baltimore County Public Schools Baltimore MD 08/2017 07/2019
Pickles Pub Baltimore MD 05/2017 07/2019
Glenn Riddle Berlin MD 08/2016 11/2016
Leukemia And Lymphoma Society Alexandria VA 05/2016 05/2019
Skye Bar Ocean City MD 05/2015 01/2017
Prudential Insurance Company Of America Hunt Valley MD 05/2020 12/2023
Fidelity Investments Towson MD 12/2023 Present
Fidelity Investments Boston MA 03/2025 Present
  • 02/2020 → 12/2023
    Hunt Valley, MD
  • 08/2019 → 11/2019
    Ra Sushi
    Baltimore, MD
  • 08/2017 → 07/2019
    Baltimore County Public Schools
    Baltimore, MD
  • 05/2017 → 07/2019
    Pickles Pub
    Baltimore, MD
  • 08/2016 → 11/2016
    Glenn Riddle
    Berlin, MD
  • 05/2016 → 05/2019
    Leukemia And Lymphoma Society
    Alexandria, VA
  • 05/2015 → 01/2017
    Skye Bar
    Ocean City, MD
  • 05/2020 → 12/2023
    Prudential Insurance Company Of America
    Hunt Valley, MD
  • 12/2023 → Present
    Fidelity Investments
    Towson, MD
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-03-08 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Towson, MD
    Plano, TX
  • 2020-06-12 → 2023-12-04
    Hunt Valley, MD
    North Bethesda, MD
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-06-10
  • S66 Uniform Combined State Law Examination
    2020-06-10
Designations
Other Names
  • Winifred Stephens Holzwarth
  • Winifred Holzwarth

View on SEC IAPD

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