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Taylor Pina

Strategic Advisers LLC

Glendale, AZ

Scottsdale, AZ

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Glendale, AZ • United States

7171 E Paradise Lane, Scottsdale, AZ 85254-1873 • 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 Scottsdale AZ 07/2021 Present
The Federal Savings Bank Phoenix AZ 07/2020 07/2021
The Leona Group Phoenix AZ 08/2018 07/2020
The University Of Arizona Tucson AZ 08/2014 05/2018
Eller College Of Management, University Of Arizona Tucson AZ 08/2016 05/2017
Cats Academics, University Of Arizona Tucson AZ 02/2016 05/2017
Fidelity Investments Boston MA 03/2025 Present
  • 07/2021 → Present
    Fidelity Investments
    Scottsdale, AZ
  • 07/2020 → 07/2021
    The Federal Savings Bank
    Phoenix, AZ
  • 08/2018 → 07/2020
    The Leona Group
    Phoenix, AZ
  • 08/2014 → 05/2018
    The University Of Arizona
    Tucson, AZ
  • 08/2016 → 05/2017
    Eller College Of Management, University Of Arizona
    Tucson, AZ
  • 02/2016 → 05/2017
    Cats Academics, University Of Arizona
    Tucson, AZ
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-11-15 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Scottsdale, AZ
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-08-18
S63 Uniform Securities Agent State Law Examination 2022-02-07
  • S65 Uniform Investment Adviser Law Examination
    2022-08-18
  • S63 Uniform Securities Agent State Law Examination
    2022-02-07
Other Names
  • Taylor Nikole Rodriguez Kempton

View on SEC IAPD

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