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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

1400 Glades Road Suite 180, Boca Raton, FL 33431-6457 • United States

1400 Glades Road Suite 180, Boca Raton, FL 33431-6457 • United States

Fort Lauderdale, 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
Valic Financial Advisors, Inc. Boca Raton FL 05/2014 07/2020
Fidelity Investments Cranberry Township PA 07/2020 Present
Fidelity Investments Boston MA 03/2025 Present
  • 05/2014 → 07/2020
    Boca Raton, FL
  • 07/2020 → Present
    Fidelity Investments
    Cranberry Township, PA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2020-09-10 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Cranberry Township, PA
    Boca Raton, FL
  • 2015-03-19 → 2020-08-06
    Boca Raton, FL
Other Businesses

OBA-63268|OrgNmn:HOA President|Org Addr:Plymouth,Massachuse,US|OBA Nature:Home Owners' Association|Invst Rel:Y|Title:HOA President|Duties:manage property|StrtDt:11-23-21|TotHrs/mon:4|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-03-16
  • S66 Uniform Combined State Law Examination
    2015-03-16
Other Names
  • Rebecca Anne Johns
  • Rebecca Johns
  • Rebecca A. Johns
  • Rebecca Harps

View on SEC IAPD

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