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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Kernersville, NC • United States

609 Green Valley Rd, Greensboro, NC 27408-7717 • 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 Durham NC 07/2022 Present
Pepsi Bottling Ventures, Llc Winston-Salem NC 01/2018 07/2022
Ups Winston-Salem NC 12/2017 01/2018
Tim Moss And Sons Home Improvement Greensboro NC 10/2017 03/2018
Kellogg Company Greensboro NC 06/2014 08/2017
Coca-Cola Bottling Company Consolidated Greensboro NC 10/2013 01/2017
Fidelity Investments Boston MA 03/2025 Present
  • 07/2022 → Present
    Fidelity Investments
    Durham, NC
  • 01/2018 → 07/2022
    Pepsi Bottling Ventures, Llc
    Winston-Salem, NC
  • 12/2017 → 01/2018
    Ups
    Winston-Salem, NC
  • 10/2017 → 03/2018
    Tim Moss And Sons Home Improvement
    Greensboro, NC
  • 06/2014 → 08/2017
    Kellogg Company
    Greensboro, NC
  • 10/2013 → 01/2017
    Coca-Cola Bottling Company Consolidated
    Greensboro, NC
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-12-12 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Durham, NC
Other Businesses

OBA-90336|OrgNmn:Fret Magic Music|Org Addr:Kernersvil,North Caro,US|OBA Nature:Reselling musical instruments |Invst Rel:N|Title:Owner. business operates as a hob|Duties:purchase instruments; market online to buyers; sell and ship sold products, if sold online. Sell directly to buyers if sold locally.|StrtDt:01-01-18|TotHrs/mon:3|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-12-05
  • S66 Uniform Combined State Law Examination
    2022-12-05
Other Names
  • Justin Todd Berilla

View on SEC IAPD

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