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Courtney Kordsmeier

Strategic Advisers LLC

Cary, NC

Holly Springs, NC

Cary, NC

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

580 New Waverly Pl Ste 240, Cary, NC 27518-7406 • United States

Holly Springs, NC • United States

2500 Regency Parkway, Cary, NC 27518-8549 • 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
West Pine Middle School/ Pinecrest High School Pinehurst NC 08/2011 12/2018
Ironwood Cafe Pinehurst NC 02/2016 06/2021
North Carolina State University Raleigh NC 01/2019 05/2021
Chick-Fil-A Raleigh NC 02/2020 12/2020
Fidelity Investments Durham NC 07/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 08/2011 → 12/2018
    West Pine Middle School/ Pinecrest High School
    Pinehurst, NC
  • 02/2016 → 06/2021
    Ironwood Cafe
    Pinehurst, NC
  • 01/2019 → 05/2021
    North Carolina State University
    Raleigh, NC
  • 02/2020 → 12/2020
    Chick-Fil-A
    Raleigh, NC
  • 07/2021 → Present
    Fidelity Investments
    Durham, NC
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-03-11 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Cary, NC
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-12-22
S63 Uniform Securities Agent State Law Examination 2021-12-03
  • S66 Uniform Combined State Law Examination
    2022-12-22
  • S63 Uniform Securities Agent State Law Examination
    2021-12-03
Other Names
  • Courtney Nicole Jingle
  • Courtney Jingle
  • Courtney Nicole Kordsmeier

View on SEC IAPD

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TRUIST ADVISORY SERVICES, INC.
COMPERIO RETIREMENT CONSULTING, INC.
WEALTHSHIELD PARTNERS, LLC
BRODIE WEALTH MANAGEMENT

Other Investors

STEPHEN DREW SIMPSON
LIAM BRIAN JOHNSON
DEREK THOMPSON WILLIAMS
JASON WILLIAM CARTER
Kashif Osman
Ibraheem Wael Ahmad Amin
Robert Sidney Larson
Karena Lyn Bagwell

Other Offices

VERATIS ADVISORS, INC. · CARY, NC
RFG ADVISORY, LLC · Cary, NC
EDWARD JONES · CARY, NC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Cary, NC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Cary, NC
TRUIST ADVISORY SERVICES, INC. · CARY, NC
COMPERIO RETIREMENT CONSULTING, INC. · CARY, NC
WEALTHSHIELD PARTNERS, LLC · CARY, NC

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