John Robert Diaz Mena

Strategic Advisers LLC

Canoga Park, CA

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Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2025-03-31
TX	RA	APPROVED	2025-03-31

CA RA
APPROVED

Since 2025-03-31
TX RA
APPROVED

Since 2025-03-31

Branch Locations

Canoga Park, CA • 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

Organization	City	State	From	To
Pfs Investments Inc	Northridge	CA	11/2017	10/2019
Primerica Financial Services	Northridge	CA	06/2013	10/2019
Towne Park	One Park Place	MD	11/2015	10/2019
Pierce College	Woodlans Hills	CA	05/2012	01/2017
Fidelity Brokerage Services Llc	Santa Monica	CA	10/2019	Present
Fidelity Investments	Boston	MA	03/2025	Present

11/2017 → 10/2019

Pfs Investments Inc

Northridge, CA
06/2013 → 10/2019

Primerica Financial Services

Northridge, CA
11/2015 → 10/2019

Towne Park

One Park Place, MD
05/2012 → 01/2017

Pierce College

Woodlans Hills, CA
10/2019 → Present

Fidelity Brokerage Services Llc

Santa Monica, CA
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2022-01-10 → 2025-03-31

Fidelity Personal And Workplace Advisors

Boston, MA

Canoga Park, CA

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2021-12-29
S63	Uniform Securities Agent State Law Examination	2017-08-25

S66 Uniform Combined State Law Examination

2021-12-29
S63 Uniform Securities Agent State Law Examination

2017-08-25

Other Names

John Robert Diaz
John Robert Diaz Mena
John Diaz

View on SEC IAPD

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