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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Carrollton, TX • United States

One Destiny Way, Westlake, TX 76262-8103 • 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 Personal And Workplace Advisors Boston MA 07/2018 Present
Fidelity Investments Boston MA 03/2025 Present
Fidelity Brokerage Services Llc Westlake TX 10/2004 Present
  • 07/2018 → Present
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
  • 10/2004 → Present
    Fidelity Brokerage Services Llc
    Westlake, TX
Previous Registrations
  • 2018-07-13 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Boston, MA
    Lewisville, TX
    Westlake, TX
  • 2006-07-31 → 2018-07-13
    Westlake, TX
Other Businesses

OBA-17516|OrgNmn:Saleswarrior Inspire LLC|Org Addr:CARROLLTON,Texas,US|OBA Nature:Business and sales motivation.|Invst Rel:N|Title:Owner|Duties:My primary role will be to be interviewed on podcasts.|StrtDt:02-16-15|TotHrs/mon:3|TrdHrs/mon:0|OBA-17517|OrgNmn:Saleswarrior Inspire LLC|Org Addr:Carrollton,Texas,US|OBA Nature:It is a video comedy channel c|Invst Rel:N|Title:Host|Duties:I will do funny story telling with a co-host. We will edit each episode for content.|StrtDt:01-04-21|TotHrs/mon:4|TrdHrs/mon:0|OBA-18131|OrgNmn:Saleswarrior Inspire LLC|Org Addr:Carrollton,Texas,US|OBA Nature:Selling courses online that I |Invst Rel:N|Title:Owner|Duties:My online courses are called Sales Warrior Boot Camp. I plan to do multiple modules.|StrtDt:02-23-21|TotHrs/mon:14|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2006-07-24
S63 Uniform Securities Agent State Law Examination 2005-01-20
  • S66 Uniform Combined State Law Examination
    2006-07-24
  • S63 Uniform Securities Agent State Law Examination
    2005-01-20
Other Names
  • John Frederick Sansone
  • Jon Frederick Sansone

View on SEC IAPD

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