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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-10-29
NC RA APPROVED 2025-03-31
  • TX RA
    APPROVED
    Since 2025-10-29
  • NC RA
    APPROVED
    Since 2025-03-31

Branch Locations

380 Knollwood St Suite 740, Winston-Salem, NC 27103-1840 • United States

Winston-Salem, 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
Fidelity Investments Winston-Salem NC 07/2024 Present
Charles Schwab Maitland FL 10/2020 08/2021
Walt Disney World Lake Buena Vista FL 06/2016 07/2024
Fifth Third Bank Orlando FL 02/2024 06/2024
Fidelity Investments Boston MA 03/2025 Present
  • 07/2024 → Present
    Fidelity Investments
    Winston-Salem, NC
  • 10/2020 → 08/2021
    Charles Schwab
    Maitland, FL
  • 06/2016 → 07/2024
    Walt Disney World
    Lake Buena Vista, FL
  • 02/2024 → 06/2024
    Fifth Third Bank
    Orlando, FL
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-11-26 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Winston-Salem, NC
    Winston-Salem, NC
Other Businesses

OBA-111252|OrgNmn:Walt Disney World|Org Addr:Orlando,Florida,US|OBA Nature:Theme Park|Invst Rel:N|Title:Employee|Duties:Wait tables|StrtDt:06-16-16|TotHrs/mon:0.01|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-11-08
  • S66 Uniform Combined State Law Examination
    2024-11-08
Other Names
  • Clint Morgan Mayfield
  • Clint Mayfield
  • Clinton Mayfield
  • Clinton Morgan Mayfield

View on SEC IAPD

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