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Oswaldo E Rodriguez

Strategic Advisers LLC

Arlington, VA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2026-02-24
TX RA APPROVED 2025-03-31
  • VA RA
    APPROVED
    Since 2026-02-24
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

Arlington, 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
Wells Fargo Clearing Services, Llc Denver CO 09/2021 01/2023
Wells Fargo Bank, Na Denver CO 03/2016 09/2021
Caffe Gourmet Weston FL 04/2016 11/2019
Uber Weston FL 11/2017 12/2017
Florida International University Miami FL 01/2015 05/2019
Fidelity Investments Covington KS 01/2023 Present
Fidelity Investments Boston MA 03/2025 Present
  • 09/2021 → 01/2023
    Wells Fargo Clearing Services, Llc
    Denver, CO
  • 03/2016 → 09/2021
    Wells Fargo Bank, Na
    Denver, CO
  • 04/2016 → 11/2019
    Caffe Gourmet
    Weston, FL
  • 11/2017 → 12/2017
    Uber
    Weston, FL
  • 01/2015 → 05/2019
    Florida International University
    Miami, FL
  • 01/2023 → Present
    Fidelity Investments
    Covington, KS
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-03-08 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Weston, FL
    Miami, FL
  • 2022-03-17 → 2023-01-11
    Wells Fargo Clearing Services, Llc
    Greenwood Village, CO
    Denver, CO
Other Businesses

OBA-113232|OrgNmn:Florida Public Notary|Org Addr:Miami,Florida,US|OBA Nature:I will only use the Notary sea|Invst Rel:N|Title:Florida Public Notary|Duties:Solely for the purpose of officiating a family members wedding, no other need or duties will come from becoming a public notary.|StrtDt:|TotHrs/mon:0.01|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-03-17
  • S66 Uniform Combined State Law Examination
    2022-03-17
Other Names
  • Oswaldo Elias Rodriguez
  • Oswaldo E Rodriguez

View on SEC IAPD

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