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Dianne Pagan

Strategic Advisers LLC

Atlanta, GA

Atlanta, GA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

3630 Peachtree Road Ne Suite 100 - 900, Atlanta, GA 30326-1568 • United States

Atlanta, GA • 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
Delong Real Estate Team Naples FL 06/2022 01/2023
Autonation Honda Thornton Road Lithia Springs GA 10/2021 12/2021
Mcpherson Oil Company Trussville AL 11/2017 05/2021
Whitaker Oil Company Atlanta GA 04/2013 11/2017
Unemployed Lithia Springs GA 06/2021 10/2021
Unemployed Lithia Springs GA 01/2022 05/2022
Fidelity Investments Atlanta GA 01/2023 Present
Fidelity Investments Boston MA 03/2025 Present
  • 06/2022 → 01/2023
    Delong Real Estate Team
    Naples, FL
  • 10/2021 → 12/2021
    Autonation Honda Thornton Road
    Lithia Springs, GA
  • 11/2017 → 05/2021
    Mcpherson Oil Company
    Trussville, AL
  • 04/2013 → 11/2017
    Whitaker Oil Company
    Atlanta, GA
  • 06/2021 → 10/2021
    Unemployed
    Lithia Springs, GA
  • 01/2022 → 05/2022
    Unemployed
    Lithia Springs, GA
  • 01/2023 → Present
    Fidelity Investments
    Atlanta, GA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-08-03 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Atlanta, GA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-06-12
S63 Uniform Securities Agent State Law Examination 2023-05-18
  • S66 Uniform Combined State Law Examination
    2023-06-12
  • S63 Uniform Securities Agent State Law Examination
    2023-05-18
Other Names
  • Dianne Kelly Barton
  • Dianne Kelly Ogle
  • Dianne Kelly Pagan

View on SEC IAPD

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