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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

Saint Augustine, FL • United States

4601 Touchton Rd East, Bldg 400, Jacksonville, FL 32246-4484 • 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
Fidelity Investments Jacksonville FL 05/2022 Present
Brinker International, Chili's Grill And Bar Jacksonville FL 07/2006 07/2021
Shipt Jacksonville FL 10/2021 11/2021
Instacart Jacksonville FL 12/2021 03/2022
Homemaker St. Augustine FL 07/2021 05/2022
Fidelity Investments Boston MA 03/2025 Present
  • 05/2022 → Present
    Fidelity Investments
    Jacksonville, FL
  • 07/2006 → 07/2021
    Brinker International, Chili's Grill And Bar
    Jacksonville, FL
  • 10/2021 → 11/2021
    Shipt
    Jacksonville, FL
  • 12/2021 → 03/2022
    Instacart
    Jacksonville, FL
  • 07/2021 → 05/2022
    Homemaker
    St. Augustine, FL
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-03-29 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Jacksonville, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-03-24
  • S66 Uniform Combined State Law Examination
    2023-03-24
Other Names
  • Valerie Elizabeth Elena Kiernan
  • Valerie Pilson
  • Valerie Kiernan

View on SEC IAPD

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