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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

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

St. Augustine, FL • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien Yes
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Storyterrace Beverly Hills CA 02/2021 11/2021
Tkc Group North Hollywood CA 11/2018 12/2020
Underground Specialty Services Saint Augustine FL 11/2017 09/2018
Diversified Consultants Inc Jacksonville FL 08/2016 10/2017
Fidelity Investments Jacksonville FL 12/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 02/2021 → 11/2021
    Storyterrace
    Beverly Hills, CA
  • 11/2018 → 12/2020
    Tkc Group
    North Hollywood, CA
  • 11/2017 → 09/2018
    Underground Specialty Services
    Saint Augustine, FL
  • 08/2016 → 10/2017
    Diversified Consultants Inc
    Jacksonville, FL
  • 12/2021 → Present
    Fidelity Investments
    Jacksonville, FL
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-12-16 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Jacksonville, FL
Other Businesses

OBA-131654|OrgNmn:Guardian Outreach Ministries Inc |Org Addr:St Augusti,Florida,US|OBA Nature:Outreach Specialist |Invst Rel:N|Title:Employee|Duties:Hosting golfers and offering different pacages for purchase to support veterans|StrtDt:07-07-26|TotHrs/mon:15|TrdHrs/mon:0|OBA-127475|OrgNmn:Door Dash |Org Addr:San Franci,California,US|OBA Nature:Delivery service |Invst Rel:N|Title:Delivery Driver |Duties:Delivery driver |StrtDt:02-12-26|TotHrs/mon:10|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-12-08
  • S66 Uniform Combined State Law Examination
    2022-12-08
Other Names
  • Bailey Zane Cleveland

View on SEC IAPD

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