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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-09-17
TX RA APPROVED 2025-09-12
  • FL RA
    APPROVED
    Since 2025-09-17
  • TX RA
    APPROVED
    Since 2025-09-12

Branch Locations

St. Augustine, FL • United States

4601 Touchton Rd East, Bldg 400, Jacksonville, FL 32246-4484 • 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
Michael Purcell Lake Butler FL 09/2014 09/2016
Florida Real Estate Loans Saint Augustine FL 11/2021 12/2023
Playball Asheville Asheville NC 08/2017 08/2018
Unemployed Saint Augustine FL 12/2020 11/2021
The Alignment Path Asheville NC 04/2017 12/2020
Fidelity Investments Jacksonville FL 05/2025 Present
Unemployed Lake Butler FL 09/2016 04/2017
Lendinghouse Saint Augustine FL 12/2023 04/2025
F45 South Asheville Asheville NC 11/2017 12/2019
  • 09/2014 → 09/2016
    Michael Purcell
    Lake Butler, FL
  • 11/2021 → 12/2023
    Florida Real Estate Loans
    Saint Augustine, FL
  • 08/2017 → 08/2018
    Playball Asheville
    Asheville, NC
  • 12/2020 → 11/2021
    Unemployed
    Saint Augustine, FL
  • 04/2017 → 12/2020
    The Alignment Path
    Asheville, NC
  • 05/2025 → Present
    Fidelity Investments
    Jacksonville, FL
  • 09/2016 → 04/2017
    Unemployed
    Lake Butler, FL
  • 12/2023 → 04/2025
    Lendinghouse
    Saint Augustine, FL
  • 11/2017 → 12/2019
    F45 South Asheville
    Asheville, NC
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-08-27
  • S66 Uniform Combined State Law Examination
    2025-08-27

View on SEC IAPD

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