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Rebekah Rogers

Strategic Advisers LLC

Dublin, CA

Discovery Bay, 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_RES 2025-03-31
  • CA RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

4500 A Tassajara Road, Dublin, CA 94568-4608 • United States

Discovery Bay, CA • 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
Td Ameritrade San Diego CA 06/2018 09/2019
Caregiver Danville CA 09/2017 05/2018
Rally Camps San Francisco CA 05/2017 08/2017
William Jessup University Rocklin CA 09/2016 04/2017
Fidelity Brokerage Services Dublin CA 09/2019 Present
Fidelity Investments Boston MA 03/2025 Present
  • 06/2018 → 09/2019
    Td Ameritrade
    San Diego, CA
  • 09/2017 → 05/2018
    Caregiver
    Danville, CA
  • 05/2017 → 08/2017
    Rally Camps
    San Francisco, CA
  • 09/2016 → 04/2017
    William Jessup University
    Rocklin, CA
  • 09/2019 → Present
    Fidelity Brokerage Services
    Dublin, CA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2019-09-30 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Dublin, CA
  • 2018-09-10 → 2019-10-01
    Td Ameritrade, Inc.
    San Diego, CA
    Castro Valley, CA
    Menlo Park, CA
  • 2018-09-10 → 2019-10-01
    Td Ameritrade Investment Management, Llc
    San Diego, CA
    Castro Valley, CA
    Palo Alto, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-09-07
  • S66 Uniform Combined State Law Examination
    2018-09-07
Other Names
  • Rebekah Rogers
  • Rebekah K Rogers

View on SEC IAPD

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Other Offices

HARMONEY CAPITAL LLC · DUBLIN, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · DUBLIN, CA
J.P. MORGAN SECURITIES LLC · DUBLIN, CA
FINCOP FINANCIAL PLANNING · DUBLIN, CA
J.P. MORGAN SECURITIES LLC · Pleasanton, CA
ACUMAIN CAPITAL, LLC · PLEASANTON, CA
ALTA VIA CAPITAL · PLEASANTON, CA
WEALTHPAVER · PLEASANTON, CA

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