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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

201 N Cattlemen Rd, Sarasota, FL 34243-4743 • United States

Sarasota, 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
Fidelity Investments Naperville IL 01/2023 Present
Cyclebar Wheaton IL 10/2022 12/2022
Options Medical Weight Loss Naperville IL 08/2021 10/2022
Pure Barre Orland Park Orland Park IL 10/2017 08/2021
Pure Barre Orland Park Orland Park IL 10/2021 07/2022
Lashbar Plainfield IL 06/2021 08/2021
Bmg Models Chicago Chicago IL 06/2012 05/2021
Pure Barre Glenview Glenview IL 02/2016 11/2018
Fitbody Boot Camp Plainfield IL 09/2018 09/2018
Universal Spa Training Academy Downers Grove IL 09/2020 06/2021
Pure Barre Orland Park Orland Park IL 01/2023 01/2023
Fidelity Investments Boston MA 03/2025 Present
  • 01/2023 → Present
    Fidelity Investments
    Naperville, IL
  • 10/2022 → 12/2022
    Cyclebar
    Wheaton, IL
  • 08/2021 → 10/2022
    Options Medical Weight Loss
    Naperville, IL
  • 10/2017 → 08/2021
    Pure Barre Orland Park
    Orland Park, IL
  • 10/2021 → 07/2022
    Pure Barre Orland Park
    Orland Park, IL
  • 06/2021 → 08/2021
    Lashbar
    Plainfield, IL
  • 06/2012 → 05/2021
    Bmg Models Chicago
    Chicago, IL
  • 02/2016 → 11/2018
    Pure Barre Glenview
    Glenview, IL
  • 09/2018 → 09/2018
    Fitbody Boot Camp
    Plainfield, IL
  • 09/2020 → 06/2021
    Universal Spa Training Academy
    Downers Grove, IL
  • 01/2023 → 01/2023
    Pure Barre Orland Park
    Orland Park, IL
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-05-19 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Sarasota, FL
Other Businesses

OBA-130909|OrgNmn:Cassandra Costa|Org Addr:Sarasota,Florida,US|OBA Nature:social media content creation |Invst Rel:N|Title:Sole Proprietor|Duties:create and post social media content, review and demonstrate consumer products|StrtDt:|TotHrs/mon:10|TrdHrs/mon:0|OBA-104571|OrgNmn:Pure Barre|Org Addr:Sarasota,Florida,US|OBA Nature:Offers barre fitness classes|Invst Rel:N|Title:Employee|Duties:teaching class|StrtDt:12-31-23|TotHrs/mon:4|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-05-02
  • S66 Uniform Combined State Law Examination
    2023-05-02
Other Names
  • Cassandra Marie Costa
  • Cassandra Costa

View on SEC IAPD

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