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Makenna R. Presley

Strategic Advisers LLC

Winter Park, FL

Oviedo, FL

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-07-14
FL RA APPROVED 2025-12-02
  • TX RA
    APPROVED
    Since 2026-07-14
  • FL RA
    APPROVED
    Since 2025-12-02

Branch Locations

900 North Orlando Ave, Winter Park, FL 32789-2924 • United States

Oviedo, 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
Ggwh, Llc Winter Haven FL 05/2018 08/2018
C.R. Water Treatment Services Oviedo FL 05/2018 07/2025
Hbk Source Financial Llc Canfield OH 01/2024 04/2024
Fidelity Investments Winter Park FL 07/2025 Present
Fmr Llc Altamonte Springs FL 06/2024 08/2024
In School Oviedo FL 08/2014 05/2025
Publix Supermarkets Oviedo FL 05/2020 07/2025
  • 05/2018 → 08/2018
    Ggwh, Llc
    Winter Haven, FL
  • 05/2018 → 07/2025
    C.R. Water Treatment Services
    Oviedo, FL
  • 01/2024 → 04/2024
    Hbk Source Financial Llc
    Canfield, OH
  • 07/2025 → Present
    Fidelity Investments
    Winter Park, FL
  • 06/2024 → 08/2024
    Fmr Llc
    Altamonte Springs, FL
  • 08/2014 → 05/2025
    In School
    Oviedo, FL
  • 05/2020 → 07/2025
    Publix Supermarkets
    Oviedo, FL
Other Businesses

OBA-121234|OrgNmn:C.R. Water Treatment Services, LLC|Org Addr:Oviedo,Florida,US|OBA Nature:Industrial HVAC water treament|Invst Rel:N|Title:Employee|Duties:Service Technician|StrtDt:|TotHrs/mon:4|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-11-18
  • S66 Uniform Combined State Law Examination
    2025-11-18
Other Names
  • Makenna Presley

View on SEC IAPD

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Other Investors

Bradley Dean Erb
Julie Kerr Tecau
Samuel Warren Gruenig
Brittney Rhyianna Cooper
Carlton J Smith
Erin B Long
Misty Morris
DiIvory Edgecomb

Other Offices

EDWARD JONES · Winter Park, FL
STATE FARM INVESTMENT MANAGEMENT CORP. · Winter Park, FL
THRIVENT INVESTMENT MANAGEMENT INC. · Winter Park, FL
LPL FINANCIAL LLC · WINTER PARK, FL
AMERIPRISE FINANCIAL SERVICES, LLC · Winter Park, FL
WELLS FARGO CLEARING SERVICES, LLC · WINTER PARK, FL
DOBSON STREET LLC · WINTER PARK, FL
PFS INVESTMENTS INC. · WINTER PARK, FL

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