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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-08-07
TX RA APPROVED 2025-08-01
  • FL RA
    APPROVED
    Since 2025-08-07
  • TX RA
    APPROVED
    Since 2025-08-01

Branch Locations

4601 Touchton Rd East, Bldg 400, Jacksonville, FL 32246-4484 • United States

Jacksonville, 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
Unemployed Jacksonville FL 07/2016 01/2017
Unemployed Jacksonville FL 10/2024 05/2025
Talecris Plasma Resources Atlantic Beach FL 01/2017 02/2022
Mckesson Med-Surge Jacksonville FL 08/2013 07/2016
Fidelity Investments Jacksonville FL 05/2025 Present
Merrill Lynch, Pierce, Fenner & Smith Incorporated Jacksonville FL 02/2022 10/2024
  • 07/2016 → 01/2017
    Unemployed
    Jacksonville, FL
  • 10/2024 → 05/2025
    Unemployed
    Jacksonville, FL
  • 01/2017 → 02/2022
    Talecris Plasma Resources
    Atlantic Beach, FL
  • 08/2013 → 07/2016
    Mckesson Med-Surge
    Jacksonville, FL
  • 05/2025 → Present
    Fidelity Investments
    Jacksonville, FL
  • 02/2022 → 10/2024
    Jacksonville, FL
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-08-24
  • S66 Uniform Combined State Law Examination
    2022-08-24
Other Names
  • Joseph Michael Frennett
  • Joseph Frennett

View on SEC IAPD

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