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Logan Teate

Strategic Advisers LLC

Jacksonville, FL

Ponte Vedra Beach, FL

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-05-08
TX RA APPROVED 2025-04-03
  • FL RA
    APPROVED
    Since 2025-05-08
  • TX RA
    APPROVED
    Since 2025-04-03

Branch Locations

4601 Touchton Rd East, Bldg 400, Jacksonville, FL 32246-4484 • United States

Ponte Vedra Beach, FL • 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
Sawgrass Country Club Ponte Vedra Beach FL 05/2014 05/2021
Angies Sub Shop Jacksonville Beach FL 01/2017 03/2017
Fidelity Investments Jacksonville FL 05/2021 Present
Florida State College At Jacksonville Jacksonville FL 08/2016 04/2018
University Of North Florida Jacksonville FL 01/2018 04/2021
  • 05/2014 → 05/2021
    Sawgrass Country Club
    Ponte Vedra Beach, FL
  • 01/2017 → 03/2017
    Angies Sub Shop
    Jacksonville Beach, FL
  • 05/2021 → Present
    Fidelity Investments
    Jacksonville, FL
  • 08/2016 → 04/2018
    Florida State College At Jacksonville
    Jacksonville, FL
  • 01/2018 → 04/2021
    University Of North Florida
    Jacksonville, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-03-03
S63 Uniform Securities Agent State Law Examination 2022-01-10
  • S66 Uniform Combined State Law Examination
    2025-03-03
  • S63 Uniform Securities Agent State Law Examination
    2022-01-10
Other Names
  • Logan Joseph Teate
  • Logan Teate

View on SEC IAPD

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Mia Victoria Greenfield
MICHAEL LOUIS ELLIS

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SANCHEZ WEALTH MANAGEMENT GROUP, LLC · JACKSONVILLE, FL
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