Best Investors Account Sign in
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

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
University Of Iowa Iowa City IA 08/2019 05/2022
Self Employed Jacksonville FL 07/2012 05/2022
University Of Iowa Iowa City IA 08/2019 05/2022
Apple Inc Bloomington IN 05/2018 08/2019
Ark Encounter Williamstown KY 06/2016 08/2019
Indiana University Bloomington IN 04/2019 04/2019
Indiana University Telefund Bloomington IN 09/2017 04/2018
Geico Cincinnati OH 05/2014 12/2016
Eastern Kentucky University Richmond KY 08/2012 12/2016
Eastern Kentucky University Richmond KY 08/2012 05/2017
Indiana University Bloomington IN 08/2017 05/2019
University Of Iowa Iowa City IA 08/2019 05/2022
Fidelity Investments Jacksonville FL 05/2022 Present
Casey County Marching Rebels Liberty KY 07/2019 07/2021
Fidelity Investments Boston MA 03/2025 Present
  • 08/2019 → 05/2022
    University Of Iowa
    Iowa City, IA
  • 07/2012 → 05/2022
    Self Employed
    Jacksonville, FL
  • 08/2019 → 05/2022
    University Of Iowa
    Iowa City, IA
  • 05/2018 → 08/2019
    Apple Inc
    Bloomington, IN
  • 06/2016 → 08/2019
    Ark Encounter
    Williamstown, KY
  • 04/2019 → 04/2019
    Indiana University
    Bloomington, IN
  • 09/2017 → 04/2018
    Indiana University Telefund
    Bloomington, IN
  • 05/2014 → 12/2016
    Geico
    Cincinnati, OH
  • 08/2012 → 12/2016
    Eastern Kentucky University
    Richmond, KY
  • 08/2012 → 05/2017
    Eastern Kentucky University
    Richmond, KY
  • 08/2017 → 05/2019
    Indiana University
    Bloomington, IN
  • 08/2019 → 05/2022
    University Of Iowa
    Iowa City, IA
  • 05/2022 → Present
    Fidelity Investments
    Jacksonville, FL
  • 07/2019 → 07/2021
    Casey County Marching Rebels
    Liberty, KY
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-07-14 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Jacksonville, FL
Other Businesses

OBA-68878|OrgNmn:Self employed|Org Addr:St augusti,Florida,US|OBA Nature:Music lessons|Invst Rel:N|Title:Private lesson instructor |Duties:Teaching private lessons|StrtDt:08-01-12|TotHrs/mon:10|TrdHrs/mon:0|OBA-68919|OrgNmn:Self Employed|Org Addr:Jacksonvil,Florida,US|OBA Nature:Freelance Muscian|Invst Rel:N|Title:Freelance musician|Duties:freelancing|StrtDt:05-01-12|TotHrs/mon:10|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-07-01
S63 Uniform Securities Agent State Law Examination 2022-12-12
  • S66 Uniform Combined State Law Examination
    2023-07-01
  • S63 Uniform Securities Agent State Law Examination
    2022-12-12

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Jacksonville, FL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor