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Barbara Ann Rac

Strategic Advisers LLC

Springboro, OH

Beavercreek, OH

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Springboro, OH • United States

4389 Walnut St., Beavercreek, OH 45440-1491 • 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
The Prudential Insurance Compnay Of America Centerville OH 06/2010 07/2019
Pruco Securities, Llc Centerville OH 06/2010 07/2019
Fidelity Brokerage Services Llc Beavercreek OH 07/2019 Present
Fidelity Investments Boston MA 03/2025 Present
  • 06/2010 → 07/2019
    The Prudential Insurance Compnay Of America
    Centerville, OH
  • 06/2010 → 07/2019
    Pruco Securities, Llc
    Centerville, OH
  • 07/2019 → Present
    Fidelity Brokerage Services Llc
    Beavercreek, OH
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2019-07-31 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Beavercreek, OH
  • 2015-04-07 → 2019-07-11
    Pruco Securities, Llc.
    Centerville, OH
    Cincinnati, OH
Other Businesses

OBA-13331|OrgNmn:DRBR LLC|Org Addr:Kettering,Ohio,US|OBA Nature:Rental property|Invst Rel:Y|Title:Co-Owner|Duties:Regular maintenance|StrtDt:01-01-19|TotHrs/mon:2|TrdHrs/mon:0|

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2016-06-06
S65 Uniform Investment Adviser Law Examination 2015-02-16
  • S63 Uniform Securities Agent State Law Examination
    2016-06-06
  • S65 Uniform Investment Adviser Law Examination
    2015-02-16
Other Names
  • Barbara Ann Snowden
  • Barbara Ann Wells
  • Barbara Ann Rac
  • Barbara Snowden Rac

View on SEC IAPD

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