Best Investors Account Sign in
Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-03-06
TX RA APPROVED 2026-03-04
  • FL RA
    APPROVED
    Since 2026-03-06
  • TX RA
    APPROVED
    Since 2026-03-04

Branch Locations

4601 Touchton Rd East, Bldg 400, Jacksonville, FL 32246-4484 • 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
Publix Super Markets St Johns FL 02/2022 02/2024
Unemployed St Johns FL 02/2015 02/2022
Fidelity Investments Jacksonville FL 02/2025 Present
Td Bank Jacksonville FL 02/2024 01/2025
  • 02/2022 → 02/2024
    Publix Super Markets
    St Johns, FL
  • 02/2015 → 02/2022
    Unemployed
    St Johns, FL
  • 02/2025 → Present
    Fidelity Investments
    Jacksonville, FL
  • 02/2024 → 01/2025
    Td Bank
    Jacksonville, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-03-02
S63 Uniform Securities Agent State Law Examination 2025-05-14
  • S66 Uniform Combined State Law Examination
    2026-03-02
  • S63 Uniform Securities Agent State Law Examination
    2025-05-14

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Jacksonville, FL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor