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Kaitlyn Leigh Dehoff

Strategic Advisers LLC

Arlington, VA

Arlington, VA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-03-31
VA RA APPROVED 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31
  • VA RA
    APPROVED
    Since 2025-03-31

Branch Locations

4000 Wilson Blvd, Arlington, VA 22203-2088 • United States

Arlington, VA • 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
Dehoff & Dehoff Cpa's Gaithersburg MD 12/2015 11/2018
Medstar Georgetown University Hospital Tenleytown DC 05/2018 09/2018
The Insurance Exchange Rockville MD 12/2018 03/2019
Commonwealth Financial Network Waltham MA 06/2019 06/2020
Fidelity Investments Arlington VA 06/2020 Present
James Madison University Harrisonburg VA 08/2014 05/2018
Fidelity Investments Boston MA 03/2025 Present
  • 12/2015 → 11/2018
    Dehoff & Dehoff Cpa's
    Gaithersburg, MD
  • 05/2018 → 09/2018
    Medstar Georgetown University Hospital
    Tenleytown, DC
  • 12/2018 → 03/2019
    The Insurance Exchange
    Rockville, MD
  • 06/2019 → 06/2020
    Commonwealth Financial Network
    Waltham, MA
  • 06/2020 → Present
    Fidelity Investments
    Arlington, VA
  • 08/2014 → 05/2018
    James Madison University
    Harrisonburg, VA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2020-07-29 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Arlington, VA
  • 2020-01-02 → 2020-06-24
    Commonwealth Financial Network
    Rockville, MD
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-11-21
  • S66 Uniform Combined State Law Examination
    2019-11-21
Designations
Other Names
  • Kaitlyn Dehoff

View on SEC IAPD

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WELLS FARGO CLEARING SERVICES, LLC
ALLSTATE FINANCIAL ADVISORS, LLC
CORETEGIC CAPITAL, LLC
WENDROFF WEALTH ADVISORS
LPL FINANCIAL LLC

Other Investors

MICHAEL ANTHONY GARCIA
DAMIEN Rolando BARROS
Karla Maria Calcano Jimenez
Grace Regina Borger
ELVIS CASTRO
Dwight H Cates
Darryl Joseph Elliott
ALEXANDER NGUYEN

Other Offices

STATE FARM INVESTMENT MANAGEMENT CORP. · Arlington, VA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · ARLINGTON, VA
DELIBERATE CAPITAL · ARLINGTON, VA
WELLS FARGO CLEARING SERVICES, LLC · ARLINGTON, VA
ALLSTATE FINANCIAL ADVISORS, LLC · Arlington, VA
STATE FARM INVESTMENT MANAGEMENT CORP. · Arlington, VA
CORETEGIC CAPITAL, LLC · ARLINGTON, VA
WELLS FARGO CLEARING SERVICES, LLC · ARLINGTON, VA

More in Arlington, VA

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