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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

797 East Lancaster Ave Suite 100, Villanova, PA 19085-1532 • United States

Wayne, PA • 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
Fidelity Brokerage Services Llc Broomfield CO 03/2016 Present
Fidelity Personal And Workplace Advisors Boston MA 07/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 03/2016 → Present
    Fidelity Brokerage Services Llc
    Broomfield, CO
  • 07/2018 → Present
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2018-07-13 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Boston, MA
    Wayne, PA
    Villanova, PA
  • 2016-04-13 → 2018-07-13
    Broomfield, CO
    Greenwood Village, CO
  • 2016-01-27 → 2016-03-07
    Harrisdirect Llc
    Washington, DC
    Arlington, VA
  • 2015-04-14 → 2015-12-14
    Alexandria, VA
    Plano, TX
  • 2011-03-14 → 2015-04-01
    Tysons Corner, VA
    Jacksonville, FL
    Bethesda, MD
Other Businesses

OBA-111536|OrgNmn:John Hopkins University|Org Addr:Baltimore,Maryland,US|OBA Nature:Medical|Invst Rel:N|Title:Patient in research trial |Duties:Paid for participation in research trials for medical diagnosis |StrtDt:08-12-24|TotHrs/mon:8|TrdHrs/mon:6|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-03-11
S63 Uniform Securities Agent State Law Examination 2010-10-07
  • S66 Uniform Combined State Law Examination
    2011-03-11
  • S63 Uniform Securities Agent State Law Examination
    2010-10-07
Other Names
  • Meagan Jorgensen
  • Meagan Greene
  • Meagan Ann Jorgensen
  • Meagan Ann Greene
  • Meagan Ann Buus

View on SEC IAPD

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