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Karoll Francheska Mcmullen

Strategic Advisers LLC

Portland, OR

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
OR RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
WA RA APPROVED 2025-03-31
  • OR RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31
  • WA RA
    APPROVED
    Since 2025-03-31

Branch Locations

Portland, OR • 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 Brokerage Services Llc Greenwood Village CO 09/2018 Present
Aquegel Cosmetic Llc Westminster CO 05/2017 09/2018
Imagine! Lafayette CO 08/2015 05/2017
Fidelity Investments Boston MA 03/2025 Present
  • 09/2018 → Present
    Fidelity Brokerage Services Llc
    Greenwood Village, CO
  • 05/2017 → 09/2018
    Aquegel Cosmetic Llc
    Westminster, CO
  • 08/2015 → 05/2017
    Imagine!
    Lafayette, CO
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2020-06-24 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Greenwood Village, CO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-06-11
S63 Uniform Securities Agent State Law Examination 2019-02-20
  • S66 Uniform Combined State Law Examination
    2020-06-11
  • S63 Uniform Securities Agent State Law Examination
    2019-02-20
Designations
Other Names
  • Karoll Francheska Mcmullen
  • Karoll Reyes
  • Karoll Mcmullen

View on SEC IAPD

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