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Francis Guillen Diaz

Strategic Advisers LLC

Orland Park, IL

Chicago, IL

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

15105 S. Lagrange Road, Orland Park, IL 60462-3708 • United States

Chicago, IL • 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 12/2022 Present
Pinehurst Country Club Pinehurst NC 06/2018 07/2019
Extended Travel West End NC 08/2019 05/2020
Food Lion West End NC 06/2020 07/2020
Planet Fitness Chapel Hill NC 08/2020 10/2020
University Of North Carolina At Chapel Hill Chapel Hill NC 08/2020 12/2021
Dos Perros Durham NC 06/2021 07/2021
Cava Chapel Hill NC 01/2022 11/2022
Moore County Public School System West End NC 01/2013 06/2019
Fidelity Investments Boston MA 03/2025 Present
  • 12/2022 → Present
    Fidelity Investments
    Durham, NC
  • 06/2018 → 07/2019
    Pinehurst Country Club
    Pinehurst, NC
  • 08/2019 → 05/2020
    Extended Travel
    West End, NC
  • 06/2020 → 07/2020
    Food Lion
    West End, NC
  • 08/2020 → 10/2020
    Planet Fitness
    Chapel Hill, NC
  • 08/2020 → 12/2021
    University Of North Carolina At Chapel Hill
    Chapel Hill, NC
  • 06/2021 → 07/2021
    Dos Perros
    Durham, NC
  • 01/2022 → 11/2022
    Cava
    Chapel Hill, NC
  • 01/2013 → 06/2019
    Moore County Public School System
    West End, NC
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-10-02 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Chicago, IL
    Orland Park, IL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-08-23
S63 Uniform Securities Agent State Law Examination 2023-04-06
  • S66 Uniform Combined State Law Examination
    2024-08-23
  • S63 Uniform Securities Agent State Law Examination
    2023-04-06
Other Names
  • Francis Gabriel Guillen Diaz

View on SEC IAPD

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WELLS FARGO CLEARING SERVICES, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Other Investors

ANDREA PAGLIARO
Randall Andrew Scianna
KRISTEN ANNE ROSE
CHRISTINA A Valtierra
Pamela Jean Tattas
MARK ANTHONY GIOVANAZZI
DEBRA J BAKER
CRAIG PATRICK CUNNINGHAM

Other Offices

MORGAN STANLEY · Orland Park, IL
OSAIC WEALTH, INC. · Orland Park, IL
CETERA INVESTMENT ADVISERS LLC · ORLAND PARK, IL
W&S BROKERAGE SERVICES, INC. · ORLAND PARK, IL
WAVE & BREAKOUT L.L.C. · ORLAND PARK, IL
HIGHPOINT PLANNING PARTNERS · ORLAND PARK, IL
WELLS FARGO CLEARING SERVICES, LLC · ORLAND PARK, IL
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · ORLAND PARK, IL

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