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Malik Trevonn Ricks

Strategic Advisers LLC

Virginia Beach, VA

Chesapeake, VA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2025-05-02
FL RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • VA RA
    APPROVED
    Since 2025-05-02
  • FL RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

4500 Main St Suite 100, Virginia Beach, VA 23462-3358 • United States

Chesapeake, 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
C And S Wholesale Grocers Baldwin FL 06/2014 09/2017
Fidelity Brokerage Services Llc Jacksonville FL 02/2019 Present
Oversize Load Escorts And Logistics Jacksonville FL 05/2018 12/2018
Chep Jacksonville FL 09/2017 05/2018
Enriched Innovations Jacksonville FL 05/2018 01/2019
St. Petersburg College St. Petersburg FL 06/2016 Present
Fidelity Investments Boston MA 03/2025 Present
  • 06/2014 → 09/2017
    C And S Wholesale Grocers
    Baldwin, FL
  • 02/2019 → Present
    Fidelity Brokerage Services Llc
    Jacksonville, FL
  • 05/2018 → 12/2018
    Oversize Load Escorts And Logistics
    Jacksonville, FL
  • 09/2017 → 05/2018
    Chep
    Jacksonville, FL
  • 05/2018 → 01/2019
    Enriched Innovations
    Jacksonville, FL
  • 06/2016 → Present
    St. Petersburg College
    St. Petersburg, FL
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-09-20 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Jacksonville, FL
Other Businesses

OBA-12106|OrgNmn:Enriched Innovations|Org Addr:Yulee,Florida,US|OBA Nature:Virtual Task Manager|Invst Rel:N|Title:Title CEO|Duties:Partnering with owner as thought partner on how to grow business. |StrtDt:10-13-17|TotHrs/mon:2|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-09-06
S63 Uniform Securities Agent State Law Examination 2019-05-13
  • S66 Uniform Combined State Law Examination
    2022-09-06
  • S63 Uniform Securities Agent State Law Examination
    2019-05-13
Other Names
  • Malik Trevonn Ricks
  • Malik Ricks

View on SEC IAPD

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ADAM THOMAS REX
Jonathan Asher Woods
CONNOR ALEXANDER PARKER
GEORGE GARDES MACDONALD
JEREMY WAYNE INGRAM
Connor Van Harris

Other Offices

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Virginia Beach, VA
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Virginia Beach, VA
BEACON HARBOR WEALTH ADVISORS · VIRGINIA BEACH, VA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · VIRGINIA BEACH, VA
FINANCIAL SECURITY ADVISORY INC · VIRGINIA BEACH, VA
DAVENPORT & COMPANY LLC · VIRGINIA BEACH, VA
FINANCIAL SECURITY ADVISORY INC · VA BEACH, VA
LPL FINANCIAL LLC · VIRGINIA BEACH, VA

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