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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

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

Saint Augustine, FL • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy Yes
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fidleity Investments Jacksonville FL 09/2021 Present
Department Of Children And Families Jacksonville FL 08/2020 09/2021
Department Of Children And Families Jacksonville FL 06/2019 08/2020
Instacart Saint Augustine FL 07/2020 12/2020
Nielsen Media Jacksonville FL 12/2018 06/2019
Pizzalley'S Chianti Room Saint Augustine FL 07/2018 11/2018
Department Of Children And Families Jacksonville FL 06/2015 11/2018
Fidelity Investments Boston MA 03/2025 Present
  • 09/2021 → Present
    Fidleity Investments
    Jacksonville, FL
  • 08/2020 → 09/2021
    Department Of Children And Families
    Jacksonville, FL
  • 06/2019 → 08/2020
    Department Of Children And Families
    Jacksonville, FL
  • 07/2020 → 12/2020
    Instacart
    Saint Augustine, FL
  • 12/2018 → 06/2019
    Nielsen Media
    Jacksonville, FL
  • 07/2018 → 11/2018
    Pizzalley'S Chianti Room
    Saint Augustine, FL
  • 06/2015 → 11/2018
    Department Of Children And Families
    Jacksonville, FL
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-12-06 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Jacksonville, FL
Other Businesses

OBA-132017|OrgNmn:We are not sure yet|Org Addr:Saint Augu,Florida,US|OBA Nature:We will be selling empandas an|Invst Rel:N|Title:Employee|Duties:Make and sell snacks |StrtDt:07-20-26|TotHrs/mon:20|TrdHrs/mon:0|OBA-94820|OrgNmn:Instacart|Org Addr:saint augu,Florida,US|OBA Nature:buying groceries for customers|Invst Rel:N|Title:Employee|Duties:buying groceries and deliver to homes |StrtDt:|TotHrs/mon:20|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-11-23
S63 Uniform Securities Agent State Law Examination 2022-03-09
  • S66 Uniform Combined State Law Examination
    2022-11-23
  • S63 Uniform Securities Agent State Law Examination
    2022-03-09
Other Names
  • Yolanda Littrell

View on SEC IAPD

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