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Adam Everett Kimbrell

Strategic Advisers LLC

Jacksonville, FL

Green Cove Springs, FL

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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

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

Green Cove Springs, 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
Texas Roadhouse Orange Park FL 02/2022 08/2022
Ihop Jacksonville FL 01/2022 02/2022
Metro Diner Orange Park FL 12/2021 01/2022
307 Logistics Jacksonville FL 10/2021 12/2021
Moes Southwestern Grill St Augustine FL 09/2021 09/2021
Texas Roadhouse Ocala FL 02/2020 08/2021
Twistee Treat Usa Brooksville FL 10/2018 03/2020
Ihop Spring Hill FL 01/2015 10/2018
Doordash Charlotte NC 03/2021 08/2022
Fidelity Investments Jacksonville FL 08/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 02/2022 → 08/2022
    Texas Roadhouse
    Orange Park, FL
  • 01/2022 → 02/2022
    Ihop
    Jacksonville, FL
  • 12/2021 → 01/2022
    Metro Diner
    Orange Park, FL
  • 10/2021 → 12/2021
    307 Logistics
    Jacksonville, FL
  • 09/2021 → 09/2021
    Moes Southwestern Grill
    St Augustine, FL
  • 02/2020 → 08/2021
    Texas Roadhouse
    Ocala, FL
  • 10/2018 → 03/2020
    Twistee Treat Usa
    Brooksville, FL
  • 01/2015 → 10/2018
    Ihop
    Spring Hill, FL
  • 03/2021 → 08/2022
    Doordash
    Charlotte, NC
  • 08/2022 → Present
    Fidelity Investments
    Jacksonville, FL
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-06-14 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Jacksonville, FL
Other Businesses

OBA-91079|OrgNmn:Doordash|Org Addr:San Franci,California,US|OBA Nature:Food delivery service|Invst Rel:N|Title:Delivery Driver|Duties:Food Delivery. Picking up food orders and driving them to delivery locations.|StrtDt:08-24-21|TotHrs/mon:10|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-04-25
S63 Uniform Securities Agent State Law Examination 2022-12-05
  • S66 Uniform Combined State Law Examination
    2024-04-25
  • S63 Uniform Securities Agent State Law Examination
    2022-12-05
Other Names
  • Adam Everett Kimbrell
  • Amanda Elizabeth Kimbrell
  • Adam Kimbrell

View on SEC IAPD

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SANCHEZ WEALTH MANAGEMENT GROUP, LLC · JACKSONVILLE, FL
LPL FINANCIAL LLC · JACKSONVILLE, FL
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