Best Investors Account Sign in
Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-03-31
VA RA APPROVED 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31
  • VA RA
    APPROVED
    Since 2025-03-31

Branch Locations

15521 Midlothian Tpke Suite 101, Midlothian, VA 23113-7312 • United States

Midlothian, 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
South State Bank Richmond VA 04/2017 06/2022
Ann Taylor Loft Midlothian VA 09/2014 12/2018
Barber Martin Agency (Now Yebo) Richmond VA 01/2016 12/2016
Fidelity Investments Midlothian VA 06/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 04/2017 → 06/2022
    South State Bank
    Richmond, VA
  • 09/2014 → 12/2018
    Ann Taylor Loft
    Midlothian, VA
  • 01/2016 → 12/2016
    Barber Martin Agency (Now Yebo)
    Richmond, VA
  • 06/2022 → Present
    Fidelity Investments
    Midlothian, VA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-09-27 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Midlothian, VA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-05-09
  • S66 Uniform Combined State Law Examination
    2023-05-09
Other Names
  • Andrea Whitefield

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Midlothian, VA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor