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Joseph B Dancho

Strategic Advisers LLC

Bethlehem, PA

Center Valley, PA

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

Branch Locations

Bethlehem, PA • United States

2945 Center Valley Pkwy Suite 311, Center Valley, PA 18034-9033 • 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
Prudential Insurance Company Of America Bethlehem PA 11/2015 04/2022
Prudential Investment Management Services, Llc Bethlehem PA 11/2015 04/2022
Gwfs Equities, Inc. Hillborough NJ 04/2022 05/2022
Fidelity Investments Center Valley PA 05/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 11/2015 → 04/2022
    Prudential Insurance Company Of America
    Bethlehem, PA
  • 11/2015 → 04/2022
    Prudential Investment Management Services, Llc
    Bethlehem, PA
  • 04/2022 → 05/2022
    Gwfs Equities, Inc.
    Hillborough, NJ
  • 05/2022 → Present
    Fidelity Investments
    Center Valley, PA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-06-10
  • S66 Uniform Combined State Law Examination
    2022-06-10
Other Names
  • Joseph Blaise Dancho
  • Joseph Dancho

View on SEC IAPD

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