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Natalie Phillips

Strategic Advisers LLC

Jacksonville, FL

Jacksonville, FL

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-08-29
  • TX RA
    APPROVED
    Since 2026-08-29

Branch Locations

4601 Touchton Rd East, Bldg 400, Jacksonville, FL 32246 • 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
Diversity Roofing Jacksonville FL 11/2025 01/2026
Priority Roofing Jacksonville FL 10/2024 11/2025
Unemployed Massillon OH 02/2020 04/2022
Sonic Massillon OH 11/2018 02/2020
Fidelity Investments Jacksonville FL 01/2026 Present
Swensons Columbus OH 04/2022 10/2024
Unemployed Massillon OH 03/2015 10/2016
Mcdonalds Massillon OH 10/2016 11/2018
  • 11/2025 → 01/2026
    Diversity Roofing
    Jacksonville, FL
  • 10/2024 → 11/2025
    Priority Roofing
    Jacksonville, FL
  • 02/2020 → 04/2022
    Unemployed
    Massillon, OH
  • 11/2018 → 02/2020
    Sonic
    Massillon, OH
  • 01/2026 → Present
    Fidelity Investments
    Jacksonville, FL
  • 04/2022 → 10/2024
    Swensons
    Columbus, OH
  • 03/2015 → 10/2016
    Unemployed
    Massillon, OH
  • 10/2016 → 11/2018
    Mcdonalds
    Massillon, OH
Other Businesses

OBA-126582|OrgNmn:Diversity Roofing |Org Addr:jacksonvil,Florida,US|OBA Nature:Roof instaliation |Invst Rel:N|Title:Independent Contractor|Duties:Phone calls, collect checks, roof inspections |StrtDt:|TotHrs/mon:2|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-08-10
  • S66 Uniform Combined State Law Examination
    2026-08-10

View on SEC IAPD

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LPL FINANCIAL LLC
J.P. MORGAN SECURITIES LLC
THRIVENT INVESTMENT MANAGEMENT INC.
PFS INVESTMENTS INC.
REVISION WEALTH MANAGEMENT LLC

Other Investors

ANTHONY JOSEPH DE BELLIS
RYAN ALEXANDER WILLIAMS
JORDAN Christopher LACY
Derek Charles Vail
Adam Kyle Dorman
CORNELIUS JOHN CRONIN
Mia Victoria Greenfield
MICHAEL LOUIS ELLIS

Other Offices

LPL ENTERPRISE, LLC · JACKSONVILLE, FL
MADDEN ADVISORY SERVICES, INC. · JACKSONVILLE, FL
SANCHEZ WEALTH MANAGEMENT GROUP, LLC · JACKSONVILLE, FL
LPL FINANCIAL LLC · JACKSONVILLE, FL
LPL FINANCIAL LLC · JACKSONVILLE, FL
J.P. MORGAN SECURITIES LLC · Jacksonville, FL
J.P. MORGAN SECURITIES LLC · Jacksonville, FL
J.P. MORGAN SECURITIES LLC · Jacksonville , FL

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