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 2026-02-05
TX RA APPROVED 2026-02-03
  • FL RA
    APPROVED
    Since 2026-02-05
  • TX RA
    APPROVED
    Since 2026-02-03

Branch Locations

4601 Touchton Rd East, Bldg 400, Jacksonville, FL 32246-4484 • United States

Jacksonville, 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
Four Founders Coffee Co Lynchburg VA 05/2024 08/2024
Krakens Swim Team Aldie VA 05/2022 08/2022
Liberty University Lynchburg VA 08/2019 09/2023
Ironman Tampa FL 05/2023 09/2023
Blackwater Bike Shop Lynchburg VA 08/2020 05/2021
High School Aldie VA 08/2015 05/2019
Xxvi Holdings Inc. Aldie VA 03/2023 03/2025
Dynamic Enterprises Llc Aldie VA 05/2017 03/2023
La Vida Coffee & Market Lynchburg VA 09/2023 02/2024
Freedom First Credit Union Lynchburg VA 10/2024 02/2025
Fidelity Investments Jacksonville FL 03/2025 Present
Doordash Lynchburg VA 05/2021 09/2024
  • 05/2024 → 08/2024
    Four Founders Coffee Co
    Lynchburg, VA
  • 05/2022 → 08/2022
    Krakens Swim Team
    Aldie, VA
  • 08/2019 → 09/2023
    Liberty University
    Lynchburg, VA
  • 05/2023 → 09/2023
    Ironman
    Tampa, FL
  • 08/2020 → 05/2021
    Blackwater Bike Shop
    Lynchburg, VA
  • 08/2015 → 05/2019
    High School
    Aldie, VA
  • 03/2023 → 03/2025
    Xxvi Holdings Inc.
    Aldie, VA
  • 05/2017 → 03/2023
    Dynamic Enterprises Llc
    Aldie, VA
  • 09/2023 → 02/2024
    La Vida Coffee & Market
    Lynchburg, VA
  • 10/2024 → 02/2025
    Freedom First Credit Union
    Lynchburg, VA
  • 03/2025 → Present
    Fidelity Investments
    Jacksonville, FL
  • 05/2021 → 09/2024
    Doordash
    Lynchburg, VA
Other Businesses

OBA-117676|OrgNmn:XXVI Holdings Inc.|Org Addr:Mountain V,California,US|OBA Nature:Subsidary of Google/Alphabet I|Invst Rel:N|Title:Independent Contractor|Duties:None|StrtDt:06-27-17|TotHrs/mon:1|TrdHrs/mon:0|OBA-124771|OrgNmn:Setlan Coffee Co.|Org Addr:Jacksonvil,Florida,US|OBA Nature:Food and beverage |Invst Rel:N|Title:Barista |Duties:Barista |StrtDt:11-08-25|TotHrs/mon:8|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-01-30
S63 Uniform Securities Agent State Law Examination 2025-06-05
  • S66 Uniform Combined State Law Examination
    2026-01-30
  • S63 Uniform Securities Agent State Law Examination
    2025-06-05

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