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Guadalupe Jose Rosales

Strategic Advisers LLC

Los Angeles, CA

Durham, NC

Los Angeles, CA

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

Branch Locations

Los Angeles, CA • United States

100 New Millennium Way, Durham, NC 27709-8204 • United States

2000 Avenue Of The Stars N. Tower, Los Angeles, CA 90067-4700 • 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 Durham NC 08/2021 Present
State Employees Credit Union Raleigh NC 07/2020 07/2021
Wilkes County Schools North Wilkesboro NC 09/2019 02/2020
Meddeas Cordovilla 09/2018 05/2019
Appalachian State University Boone NC 08/2014 07/2018
Uber Charlotte NC 11/2019 12/2019
Uber Charlotte NC 02/2020 09/2020
Unemployed Hays NC 05/2019 09/2019
Unemployed Hays NC 07/2018 09/2018
Appalachian State University Boone NC 08/2014 05/2018
Fidelity Investments Boston MA 03/2025 Present
  • 08/2021 → Present
    Fidelity Investments
    Durham, NC
  • 07/2020 → 07/2021
    State Employees Credit Union
    Raleigh, NC
  • 09/2019 → 02/2020
    Wilkes County Schools
    North Wilkesboro, NC
  • 09/2018 → 05/2019
    Meddeas
    Cordovilla
  • 08/2014 → 07/2018
    Appalachian State University
    Boone, NC
  • 11/2019 → 12/2019
    Uber
    Charlotte, NC
  • 02/2020 → 09/2020
    Uber
    Charlotte, NC
  • 05/2019 → 09/2019
    Unemployed
    Hays, NC
  • 07/2018 → 09/2018
    Unemployed
    Hays, NC
  • 08/2014 → 05/2018
    Appalachian State University
    Boone, NC
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-07-27 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Durham, NC
Other Businesses

OBA-111008|OrgNmn:Wag Labs, Inc. |Org Addr:San Franci,California,US|OBA Nature:Pet care compay |Invst Rel:N|Title:Independent Contractor|Duties:Walking, feeding, taking care of dogs/cats/pets|StrtDt:|TotHrs/mon:8|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-07-25
S63 Uniform Securities Agent State Law Examination 2022-02-10
  • S66 Uniform Combined State Law Examination
    2022-07-25
  • S63 Uniform Securities Agent State Law Examination
    2022-02-10
Other Names
  • Guadalupe Jose Rosales
  • Lupe Rosales
  • Lupe Jose Rosales
  • Guadalupe Rosales

View on SEC IAPD

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