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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

Jacksonville, 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 Yes
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fidelity Investments Jacksonville FL 02/2022 Present
Pnc Bank Jacksonville FL 09/2021 01/2022
Tiaa Bank Jacksonville FL 06/2019 09/2021
Lifesouth Community Blood Centers Jacksonville FL 07/2018 06/2019
Lyons Hr Florence AL 05/2014 05/2018
Fidelity Investments Boston MA 03/2025 Present
  • 02/2022 → Present
    Fidelity Investments
    Jacksonville, FL
  • 09/2021 → 01/2022
    Pnc Bank
    Jacksonville, FL
  • 06/2019 → 09/2021
    Tiaa Bank
    Jacksonville, FL
  • 07/2018 → 06/2019
    Lifesouth Community Blood Centers
    Jacksonville, FL
  • 05/2014 → 05/2018
    Lyons Hr
    Florence, AL
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-08-05 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Jacksonville, FL
Other Businesses

OBA-66409|OrgNmn:DoorDash|Org Addr:Jacksonvil,Florida,US|OBA Nature:I recieve orders via Doordash |Invst Rel:N|Title:Independent Contractor|Duties:Pick up and deliver food as orders come in. |StrtDt:02-01-21|TotHrs/mon:2|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-07-29
  • S66 Uniform Combined State Law Examination
    2022-07-29

View on SEC IAPD

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