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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-09-26
TX RA APPROVED 2025-09-24
  • FL RA
    APPROVED
    Since 2025-09-26
  • TX RA
    APPROVED
    Since 2025-09-24

Branch Locations

Jacksonville, 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
Flagler College Saint Augustine FL 08/2018 05/2021
Flagler College Saint Augustine FL 09/2017 07/2018
Buffalo Wild Wings Saint Augustine FL 06/2020 11/2020
Old Chicago Pizza And Taproom Wichita KS 05/2018 12/2019
The Other Place Ii Waverly IA 02/2017 01/2018
Clarksville Skilled Nursing And Rehab Center Clarksville IA 06/2015 08/2017
North Butler Jr/Sr High School Greene IA 08/2010 05/2017
Flagler College Saint Augustine FL 08/2017 05/2021
Fidelity Investments Jacksonville FL 05/2021 Present
  • 08/2018 → 05/2021
    Flagler College
    Saint Augustine, FL
  • 09/2017 → 07/2018
    Flagler College
    Saint Augustine, FL
  • 06/2020 → 11/2020
    Buffalo Wild Wings
    Saint Augustine, FL
  • 05/2018 → 12/2019
    Old Chicago Pizza And Taproom
    Wichita, KS
  • 02/2017 → 01/2018
    The Other Place Ii
    Waverly, IA
  • 06/2015 → 08/2017
    Clarksville Skilled Nursing And Rehab Center
    Clarksville, IA
  • 08/2010 → 05/2017
    North Butler Jr/Sr High School
    Greene, IA
  • 08/2017 → 05/2021
    Flagler College
    Saint Augustine, FL
  • 05/2021 → Present
    Fidelity Investments
    Jacksonville, FL
Other Businesses

OBA-110371|OrgNmn:Flicker and Fronds Candle Company LLC|Org Addr:Jacksonvil,Florida,US|OBA Nature:Homemade candles, knitted item|Invst Rel:N|Title:Owner and creator|Duties:Time spent outside of business hours on customized candles and knitted items.|StrtDt:|TotHrs/mon:25|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-09-08
S63 Uniform Securities Agent State Law Examination 2021-11-04
  • S66 Uniform Combined State Law Examination
    2025-09-08
  • S63 Uniform Securities Agent State Law Examination
    2021-11-04
Other Names
  • Kayla Joy Zolman
  • Kayla Zolman

View on SEC IAPD

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