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Kiana Lopez

Strategic Advisers LLC

Charlotte, NC

Waxhaw, NC

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

5335 Ballantyne Commons Pkwy Suite 100, Charlotte, NC 28277-0693 • United States

Waxhaw, NC • 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
Nordstrom Sterling VA 06/2017 08/2017
National Association Of Corporate Directors Arlington VA 06/2018 08/2018
John Marshall Bank Reston VA 06/2019 08/2019
Fidelity Investments Arlington VA 06/2020 Present
James Madison University Harrisonburg VA 09/2016 05/2020
James Madison University Harrisonburg VA 08/2017 06/2018
James Madison University Harrisonburg VA 08/2016 06/2017
James Madison University Harrisonburg VA 08/2018 06/2019
Fidelity Investments Boston MA 03/2025 Present
  • 06/2017 → 08/2017
    Nordstrom
    Sterling, VA
  • 06/2018 → 08/2018
    National Association Of Corporate Directors
    Arlington, VA
  • 06/2019 → 08/2019
    John Marshall Bank
    Reston, VA
  • 06/2020 → Present
    Fidelity Investments
    Arlington, VA
  • 09/2016 → 05/2020
    James Madison University
    Harrisonburg, VA
  • 08/2017 → 06/2018
    James Madison University
    Harrisonburg, VA
  • 08/2016 → 06/2017
    James Madison University
    Harrisonburg, VA
  • 08/2018 → 06/2019
    James Madison University
    Harrisonburg, VA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-12-13 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Jacksonville, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-11-07
S63 Uniform Securities Agent State Law Examination 2020-12-17
  • S66 Uniform Combined State Law Examination
    2022-11-07
  • S63 Uniform Securities Agent State Law Examination
    2020-12-17
Other Names
  • Kiana Marissa Lopez

View on SEC IAPD

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Other Offices

FIRST TRYON ADVISORS · CHARLOTTE, NC
MUIRFIELD WEALTH ADVISORS LLC · CHARLOTTE, NC
MAI CAPITAL MANAGEMENT, LLC · Charlotte, NC
LPL FINANCIAL LLC · CHARLOTTE, NC
ARKADIOS WEALTH ADVISORS · Charlotte, NC
MODERA WEALTH MANAGEMENT, LLC · CHARLOTTE, NC
TLG ADVISORS, INC. · Charlotte, NC
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