Best Investors Account Sign in

Leelynn Osborn

Strategic Advisers LLC

St Augustine, FL

Jacksonville, FL

Claim This Profile
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

St Augustine, 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 Jacksonville FL 09/2020 Present
Lions Bridge Talent (Legato Agency Llc) St Augustine FL 01/2018 09/2020
Pearl Seas Cruises Guilford CT 02/2017 04/2019
Duval Charter Baymeadows Jacksonville FL 03/2016 12/2016
Fidelity Investments Boston MA 03/2025 Present
  • 09/2020 → Present
    Fidelity Investments
    Jacksonville, FL
  • 01/2018 → 09/2020
    Lions Bridge Talent (Legato Agency Llc)
    St Augustine, FL
  • 02/2017 → 04/2019
    Pearl Seas Cruises
    Guilford, CT
  • 03/2016 → 12/2016
    Duval Charter Baymeadows
    Jacksonville, FL
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-05-17 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Jacksonville, FL
Other Businesses

OBA-16639|OrgNmn:Legato Agency LLC (dba Lions Bridge Talent)|Org Addr:St Augusti,Florida,US|OBA Nature:A talent agency providing live|Invst Rel:N|Title:Manager, performer|Duties:My wife owns the company, does booking & contracts. I manage the marketing and I perform at events.|StrtDt:01-01-18|TotHrs/mon:5|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-04-27
S63 Uniform Securities Agent State Law Examination 2021-03-05
  • S66 Uniform Combined State Law Examination
    2023-04-27
  • S63 Uniform Securities Agent State Law Examination
    2021-03-05
Other Names
  • Lee Faulkner Osborn
  • Lee Faulkner Osborn
  • Lee Osborn
  • Leelynn Faulkner Osborn

View on SEC IAPD

More in St Augustine, FL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor