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Nichole Leland

Strategic Advisers LLC

Ocoee, FL

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-08-12
TX RA APPROVED 2025-03-31
  • FL RA
    APPROVED
    Since 2025-08-12
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

Ocoee, 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
Lpl Financial Lake Jackson TX 09/2022 10/2024
Leland Loves Clothes Freeport TX 09/2018 10/2024
Bank Of America Houston TX 08/2006 10/2018
Tdecu Lake Jackson TX 09/2022 10/2024
Fidelity Investments Houston TX 10/2024 Present
Fidelity Investments Boston MA 03/2025 Present
  • 09/2022 → 10/2024
    Lpl Financial
    Lake Jackson, TX
  • 09/2018 → 10/2024
    Leland Loves Clothes
    Freeport, TX
  • 08/2006 → 10/2018
    Bank Of America
    Houston, TX
  • 09/2022 → 10/2024
    Tdecu
    Lake Jackson, TX
  • 10/2024 → Present
    Fidelity Investments
    Houston, TX
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-11-13 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Freeport, TX
  • 2024-05-24 → 2024-11-07
    Lpl Financial Llc
    Lake Jackson, TX
Other Businesses

OBA-116334|OrgNmn:Think Energy|Org Addr:Freeport,Texas,US|OBA Nature:Electricity sales|Invst Rel:N|Title:Independent Contractor|Duties:Talking to people about there electricty bill|StrtDt:01-28-25|TotHrs/mon:1|TrdHrs/mon:0|OBA-114185|OrgNmn:Leland Loves Clothes|Org Addr:Freeport,Texas,US|OBA Nature:Resale|Invst Rel:N|Title:Sole Proprietor|Duties:Sources clothing for resale|StrtDt:09-01-18|TotHrs/mon:10|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-05-24
  • S66 Uniform Combined State Law Examination
    2024-05-24
Other Names
  • Nichole Katherine Vonquerner
  • Nichole Katherine Boyer
  • Nichole Katherine Leland

View on SEC IAPD

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