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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_RES 2025-03-31
  • FL RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

4601 Touchton Rd East, Bldg 400, Jacksonville, FL 32246-4484 • United States

Jacksonville, 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
Pruco Securities, Llc. Jacksonville FL 01/2014 09/2022
Prudential Insurance Company Of America Jacksonville FL 01/2014 09/2022
Fidelity Investments Jacksonville FL 09/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 01/2014 → 09/2022
    Jacksonville, FL
  • 01/2014 → 09/2022
    Prudential Insurance Company Of America
    Jacksonville, FL
  • 09/2022 → Present
    Fidelity Investments
    Jacksonville, FL
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-03-13 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Jacksonville, FL
  • 2016-07-20 → 2022-08-25
    Jacksonville, FL
    Jacksonville, FL
Other Businesses

OBA-94061|OrgNmn:Destiny Enterprises LLC|Org Addr:Jacksonvil,Florida,US|OBA Nature:Purchase and Sell of Real Esta|Invst Rel:Y|Title:Managing Member|Duties:Currently none as business is more so on paper. I have not been actively involved with this business for years. However if I did it would no|StrtDt:|TotHrs/mon:0.2|TrdHrs/mon:0|

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2017-07-17
S65 Uniform Investment Adviser Law Examination 2016-06-28
  • S63 Uniform Securities Agent State Law Examination
    2017-07-17
  • S65 Uniform Investment Adviser Law Examination
    2016-06-28
Other Names
  • Erik J Dawkins

View on SEC IAPD

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