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Kevin Anthony Forrest

Strategic Advisers LLC

Jacksonville, FL

Jacksonville, FL

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-03-31
TX RA APPROVED_RES 2025-03-31
  • FL RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

Jacksonville, 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
Hfl Magazine Dba K4S Entertainment Jacksonville FL 12/2012 05/2019
Voya Retirement Advisors, Llc Jacksonville FL 04/2015 09/2016
Voya Financial Partners Jacksonville FL 09/2016 05/2019
Fidelity Brokerage Services Llc Jacksonville FL 05/2019 Present
Fidelity Investments Boston MA 03/2025 Present
  • 12/2012 → 05/2019
    Hfl Magazine Dba K4S Entertainment
    Jacksonville, FL
  • 04/2015 → 09/2016
    Voya Retirement Advisors, Llc
    Jacksonville, FL
  • 09/2016 → 05/2019
    Voya Financial Partners
    Jacksonville, FL
  • 05/2019 → Present
    Fidelity Brokerage Services Llc
    Jacksonville, FL
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2019-08-14 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Jacksonville, FL
  • 2015-06-17 → 2019-05-14
    Voya Retirement Advisors, Llc
    Jacksonville, FL
    Jacksonville, FL
    Sabattus, ME
    Windsor, CT
    Windsor, CT
Other Businesses

OBA-12594|OrgNmn:K4S Entertainment/HFL Magazine|Org Addr:Jacksonvil,Florida,US|OBA Nature:Creation of Video/Audio/ Writt|Invst Rel:N|Title:Founder/Owner|Duties:Web creation, music production, video editing, marketing, book keeping, magazine publishing|StrtDt:12-01-10|TotHrs/mon:20|TrdHrs/mon:0|

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-06-10
S63 Uniform Securities Agent State Law Examination 2014-10-18
  • S65 Uniform Investment Adviser Law Examination
    2015-06-10
  • S63 Uniform Securities Agent State Law Examination
    2014-10-18
Other Names
  • Kevin Forrest
  • Kevin Anthony Forrest
  • Kevin Forrest

View on SEC IAPD

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