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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

7310 Day Creek Blvd, Rancho Cucamonga, CA 91739-8035 • United States

San Bernardino, CA • 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
Merrill Lynch Pierce Fenner & Smith Montebello CA 02/2013 05/2017
Verizon Corona CA 05/2017 02/2019
Td Ameritrade Yorba Linda CA 02/2019 07/2020
Fidelity Brokerage Services Rancho Cucamonga CA 07/2020 Present
Fidelity Investments Boston MA 03/2025 Present
  • 02/2013 → 05/2017
    Merrill Lynch Pierce Fenner & Smith
    Montebello, CA
  • 05/2017 → 02/2019
    Verizon
    Corona, CA
  • 02/2019 → 07/2020
    Td Ameritrade
    Yorba Linda, CA
  • 07/2020 → Present
    Fidelity Brokerage Services
    Rancho Cucamonga, CA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2020-09-02 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Rancho Cucamonga, CA
  • 2019-02-13 → 2020-07-08
    Td Ameritrade, Inc.
    Upland, CA
    Brea, CA
  • 2019-02-13 → 2020-07-08
    Td Ameritrade Investment Management, Llc
    Rancho Cucamonga, CA
    Yorba Linda, CA
  • 2013-02-27 → 2017-04-24
    Buena Park, CA
    Hacienda Heights, CA
    Newport Beach, CA
    Hacienda Heights, CA
    West Covina, CA
    Buena Park, CA
    Montebello, CA
    Buena Park, CA
    Montebello, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2012-12-01
S63 Uniform Securities Agent State Law Examination 2005-10-12
  • S66 Uniform Combined State Law Examination
    2012-12-01
  • S63 Uniform Securities Agent State Law Examination
    2005-10-12
Other Names
  • Rigo Fernandez
  • Rigoberto Fernandez
  • Rigoberto Fernandez
  • Rigoberto Rigo Fernandez
  • Rigo Fernandez
  • Rigoberto Rigo Fernandez

View on SEC IAPD

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