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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

Ponte Vedra, FL • United States

4601 Touchton Rd East, Bldg 400, Jacksonville, FL 32246-4484 • 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
Fidelity Investments Ponte Vedra Beach FL 02/2023 Present
Fnbo Fort Collins CO 01/2018 04/2022
Boston University Fort Collins CO 05/2022 09/2022
Boston University Ponte Vedra FL 10/2022 01/2023
Fnbo Fort Collins CO 01/2008 12/2017
Fidelity Investments Boston MA 03/2025 Present
  • 02/2023 → Present
    Fidelity Investments
    Ponte Vedra Beach, FL
  • 01/2018 → 04/2022
    Fnbo
    Fort Collins, CO
  • 05/2022 → 09/2022
    Boston University
    Fort Collins, CO
  • 10/2022 → 01/2023
    Boston University
    Ponte Vedra, FL
  • 01/2008 → 12/2017
    Fnbo
    Fort Collins, CO
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-10-12 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Ponte Vedra Beach, FL
Other Businesses

OBA-100089|OrgNmn:itness Instructor - Nocatee Residential Master Planne|Org Addr:Ponte Vedr,Florida,US|OBA Nature:Local, special purpose governm|Invst Rel:N|Title:Employee|Duties:Teach a fitness class to members of the Planned Community at the common fitness center. (First Aid Certified)|StrtDt:10-01-23|TotHrs/mon:10|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-06-14
  • S66 Uniform Combined State Law Examination
    2023-06-14
Other Names
  • Melissa Jean Bott
  • Melissa Jean Reinke

View on SEC IAPD

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