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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-06-05
GA RA APPROVED 2026-05-04
  • TX RA
    APPROVED
    Since 2026-06-05
  • GA RA
    APPROVED
    Since 2026-05-04

Branch Locations

Johns Creek, GA • United States

11800 Amber Park Drive Suite 140, Alpharetta, GA 30009-2269 • 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 Johns Creek GA 05/2023 01/2026
Unemployed West Jordan UT 03/2003 09/2016
E*Trade Securities Llc Alpharetta GA 02/2020 06/2020
Morgan Stanley Alpharetta GA 09/2021 05/2023
Fidelity Investments Alpharetta GA 01/2026 Present
E*Trade Securities Llc Alpharetta GA 07/2017 02/2020
E*Trade Securities Llc Sandy UT 09/2016 07/2017
E*Trade Securities Llc Alpharetta GA 10/2020 09/2021
E*Trade Securities Llc Alpharetta GA 06/2020 10/2020
Fidelity Brokerage Services Llc Alpharetta GA 05/2026 Present
  • 05/2023 → 01/2026
    Unemployed
    Johns Creek, GA
  • 03/2003 → 09/2016
    Unemployed
    West Jordan, UT
  • 02/2020 → 06/2020
    E*Trade Securities Llc
    Alpharetta, GA
  • 09/2021 → 05/2023
    Morgan Stanley
    Alpharetta, GA
  • 01/2026 → Present
    Fidelity Investments
    Alpharetta, GA
  • 07/2017 → 02/2020
    E*Trade Securities Llc
    Alpharetta, GA
  • 09/2016 → 07/2017
    E*Trade Securities Llc
    Sandy, UT
  • 10/2020 → 09/2021
    E*Trade Securities Llc
    Alpharetta, GA
  • 06/2020 → 10/2020
    E*Trade Securities Llc
    Alpharetta, GA
  • 05/2026 → Present
    Fidelity Brokerage Services Llc
    Alpharetta, GA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-04-27
S63 Uniform Securities Agent State Law Examination 2016-11-08
  • S66 Uniform Combined State Law Examination
    2026-04-27
  • S63 Uniform Securities Agent State Law Examination
    2016-11-08
Other Names
  • Kayleen Seelos
  • Kaylene Cox

View on SEC IAPD

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