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Tamara M. Rodriguez

Strategic Advisers LLC

Orlando, 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 2025-03-31
  • FL RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

Orlando, 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
Jpmorgan Chase Bank, N.A. New York NY 10/2015 09/2017
J.P. Morgan Securities Llc New York NY 10/2015 09/2017
Jpmorgan Chase Bank, N.A. Forest Hills NY 09/2017 12/2017
J.P. Morgan Securities Llc Forest Hills NY 09/2017 05/2021
Jpmorgan Chase Bank, N.A. Forest Hills NY 12/2017 05/2021
Fidelity Investments Orlando FL 06/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 10/2015 → 09/2017
    Jpmorgan Chase Bank, N.A.
    New York, NY
  • 10/2015 → 09/2017
    J.P. Morgan Securities Llc
    New York, NY
  • 09/2017 → 12/2017
    Jpmorgan Chase Bank, N.A.
    Forest Hills, NY
  • 09/2017 → 05/2021
    J.P. Morgan Securities Llc
    Forest Hills, NY
  • 12/2017 → 05/2021
    Jpmorgan Chase Bank, N.A.
    Forest Hills, NY
  • 06/2021 → Present
    Fidelity Investments
    Orlando, FL
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-08-02 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Orlando, FL
    Jacksonville, FL
  • 2017-12-11 → 2021-06-02
    J.P. Morgan Securities Llc
    Middle Village, NY
    New York, NY
    Forest Hills, NY
    Forest Hills, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-11-30
S63 Uniform Securities Agent State Law Examination 2013-04-01
  • S66 Uniform Combined State Law Examination
    2017-11-30
  • S63 Uniform Securities Agent State Law Examination
    2013-04-01
Other Names
  • Tamara Rodriguez
  • Tamara M Rodriguez
  • Tamara Marie Rodriguez

View on SEC IAPD

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