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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

4671 Town Center Pkwy, Jacksonville, FL 32246-7400 • United States

St Augustine, FL • 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
Merrill Lynch, Pierce, Fenner & Smith Incorporated Greensboro NC 03/2019 05/2021
Bank Of America, N.A. Greensboro NC 03/2019 05/2021
Wells Fargo Bank High Point NC 10/2013 03/2019
Fidelity Investments Jacksonville FL 06/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 03/2019 → 05/2021
    Greensboro, NC
  • 03/2019 → 05/2021
    Bank Of America, N.A.
    Greensboro, NC
  • 10/2013 → 03/2019
    Wells Fargo Bank
    High Point, NC
  • 06/2021 → Present
    Fidelity Investments
    Jacksonville, FL
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-10-06 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Jacksonville, FL
  • 2019-07-29 → 2021-06-01
    New York, NY
    Greensboro, NC
    Winston Salem, NC
    Raleigh, NC
    Winston Salem, NC
    Jacksonville, FL
    Winston Salem, NC
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-07-26
  • S66 Uniform Combined State Law Examination
    2019-07-26
Other Names
  • Tasha Nicole Sturgis
  • Tasha Nicole Garrett
  • Tasha Barrows
  • Tasha N Barrows

View on SEC IAPD

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