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Amberlyn Estelle Ponce

Strategic Advisers LLC

Midlothian, VA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Midlothian, VA • 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
First Command Brokerage Services, Inc. Fort Worth TX 05/2020 09/2020
John F Flannery Dba Northwestern Mutual Charlottesville VA 05/2019 03/2020
Amberlyn E Sasser, Llc Stafford VA 10/2013 07/2022
Rbh Financial, Llc Dba Northwestern Mutual Virginia Beach VA 11/2017 05/2019
Melissa White Dba Northwestern Mutual Henrico VA 02/2015 05/2018
Homemaker Stafford VA 03/2020 05/2020
Sam Williams Dba Northwestern Mutual Henrico VA 09/2016 05/2017
Christopher Vidler & Eric Van Der Hyde Dba Northwestern Mutual Henrico VA 09/2016 12/2016
First Command Brokerage Services, Inc. Fort Worth TX 09/2020 06/2021
First Command Advisory Services, Inc. Fort Wort TX 09/2020 06/2021
First Command Insurance Services, Inc. Fort Worth TX 09/2020 06/2021
Lpl Financial Llc Virginia Beach VA 06/2021 07/2022
Henderson Financial Group Virginia Beach VA 06/2021 07/2022
Shaklee Stafford VA 09/2016 07/2022
Fidelilty Investments Jacksonville FL 07/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 05/2020 → 09/2020
    First Command Brokerage Services, Inc.
    Fort Worth, TX
  • 05/2019 → 03/2020
    John F Flannery Dba Northwestern Mutual
    Charlottesville, VA
  • 10/2013 → 07/2022
    Amberlyn E Sasser, Llc
    Stafford, VA
  • 11/2017 → 05/2019
    Rbh Financial, Llc Dba Northwestern Mutual
    Virginia Beach, VA
  • 02/2015 → 05/2018
    Melissa White Dba Northwestern Mutual
    Henrico, VA
  • 03/2020 → 05/2020
    Homemaker
    Stafford, VA
  • 09/2016 → 05/2017
    Sam Williams Dba Northwestern Mutual
    Henrico, VA
  • 09/2016 → 12/2016
    Christopher Vidler & Eric Van Der Hyde Dba Northwestern Mutual
    Henrico, VA
  • 09/2020 → 06/2021
    First Command Brokerage Services, Inc.
    Fort Worth, TX
  • 09/2020 → 06/2021
    First Command Advisory Services, Inc.
    Fort Wort, TX
  • 09/2020 → 06/2021
    First Command Insurance Services, Inc.
    Fort Worth, TX
  • 06/2021 → 07/2022
    Virginia Beach, VA
  • 06/2021 → 07/2022
    Henderson Financial Group
    Virginia Beach, VA
  • 09/2016 → 07/2022
    Shaklee
    Stafford, VA
  • 07/2022 → Present
    Fidelilty Investments
    Jacksonville, FL
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-09-07 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Jacksonville, FL
    Midlothian, VA
  • 2021-07-06 → 2022-07-18
    Stafford, VA
    San Diego, CA
    Stafford, VA
  • 2020-09-17 → 2021-06-17
    Fort Worth, TX
    Stafford, VA
Other Businesses

OBA-89746|OrgNmn:Shaklee|Org Addr:Stafford,Virginia,US|OBA Nature:I am a sales representative wi|Invst Rel:N|Title:Independent Contractor|Duties:I am a sales representative with Shaklee. I signed up as a rep in order to get the discount on the products. I don't actively sell; however, i|StrtDt:09-01-16|TotHrs/mon:0.01|TrdHrs/mon:0|OBA-121676|OrgNmn:The Ponce Group, LLC|Org Addr:Midlothian,Virginia,US|OBA Nature:Husband and I will be renting |Invst Rel:Y|Title:Partner|Duties:I will be prepping rental property, creating contracts for tenants, managing rental properties, and doing all the bookkeeping/finances.|StrtDt:08-01-25|TotHrs/mon:5|TrdHrs/mon:0|OBA-89471|OrgNmn:C & P Mechanical, LLC|Org Addr:Midlothian,Virginia,US|OBA Nature:Husband's partnership that pro|Invst Rel:N|Title:Bookkeeper|Duties:Maintain accounts in Excel & send data to CPA for tax purposes|StrtDt:01-01-19|TotHrs/mon:20|TrdHrs/mon:0|OBA-89472|OrgNmn:WP Contractors, LLC|Org Addr:Midlothian,Virginia,US|OBA Nature:Provides mechanics to construc|Invst Rel:N|Title:Bookkeeper|Duties:Maintain financial books & provide data to CPA for tax preparation purposes|StrtDt:01-01-13|TotHrs/mon:10|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-09-14
  • S66 Uniform Combined State Law Examination
    2020-09-14
Other Names
  • Amberlyn Estelle Sasser Roa
  • Amberlyn Estelle Sasser
  • Amberlyn E Ponce

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