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Kevina Ramirez

Strategic Advisers LLC

Peoria, AZ

Phoenix, 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 2025-03-31
  • AZ RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

7565 West Bell Road, Peoria, AZ 85382-3829 • United States

Phoenix, AZ • 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
Cognizant Phoenix AZ 02/2018 03/2018
The Nosh Phoenix AZ 08/2016 03/2017
1130 The Restaurant Phoenix AZ 04/2017 04/2018
Fidelity Brokerage Services Llc Glendale AZ 06/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 02/2018 → 03/2018
    Cognizant
    Phoenix, AZ
  • 08/2016 → 03/2017
    The Nosh
    Phoenix, AZ
  • 04/2017 → 04/2018
    1130 The Restaurant
    Phoenix, AZ
  • 06/2018 → Present
    Fidelity Brokerage Services Llc
    Glendale, AZ
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2019-08-12 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Glendale, AZ
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-08-05
S63 Uniform Securities Agent State Law Examination 2018-12-08
  • S66 Uniform Combined State Law Examination
    2019-08-05
  • S63 Uniform Securities Agent State Law Examination
    2018-12-08
Other Names
  • Kevina Taylore Godfrey
  • Kevina Taylore Ramirez

View on SEC IAPD

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SHERRY ANN HARDIN

Other Offices

CLARUS WEALTH ADVISORS, LLC · PEORIA, AZ
EDWARD JONES · PEORIA, AZ
EDWARD JONES · SUN CITY, AZ
J.P. MORGAN SECURITIES LLC · PEORIA, AZ
TACTIVE ADVISORS, LLC · Peoria, AZ
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · PEORIA, AZ
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · PEORIA, AZ
KINGDOM FINANCIAL GROUP, LLC · PEORIA, AZ

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