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 2026-04-09
TX RA APPROVED 2026-04-07
  • FL RA
    APPROVED
    Since 2026-04-09
  • TX RA
    APPROVED
    Since 2026-04-07

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
Florida State University Tallahassee Florida FL 09/2024 12/2025
Fidelity Investments Tallahassee FL 09/2025 11/2025
Fidelity Investments Jacksonville FL 06/2025 08/2025
Fidelity Investments Jacksonville FL 01/2026 Present
Christian Life School Racine WI 01/2016 05/2022
Florida State University Tallahassee FL 09/2022 12/2025
Unemployed Racine WI 06/2022 08/2022
Festival Foods Somers WI 10/2021 03/2022
  • 09/2024 → 12/2025
    Florida State University
    Tallahassee Florida, FL
  • 09/2025 → 11/2025
    Fidelity Investments
    Tallahassee, FL
  • 06/2025 → 08/2025
    Fidelity Investments
    Jacksonville, FL
  • 01/2026 → Present
    Fidelity Investments
    Jacksonville, FL
  • 01/2016 → 05/2022
    Christian Life School
    Racine, WI
  • 09/2022 → 12/2025
    Florida State University
    Tallahassee, FL
  • 06/2022 → 08/2022
    Unemployed
    Racine, WI
  • 10/2021 → 03/2022
    Festival Foods
    Somers, WI
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-03-27
  • S66 Uniform Combined State Law Examination
    2026-03-27

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