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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_RES 2025-03-31
  • FL RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

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

Neptune Beach, FL • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal Yes
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fidelity Brokerage Services Llc. Jacksonville FL 01/2020 Present
The Dive Bar Restaurant Jupiter FL 08/2013 12/2017
Velocity Community Credit Union Palm Beach Gardens FL 05/2019 12/2019
Palm Beach State College Palm Beach Gardens FL 08/2014 12/2016
University Of Florida Gainesville FL 01/2017 05/2019
Fidelity Investments Boston MA 03/2025 Present
  • 01/2020 → Present
    Fidelity Brokerage Services Llc.
    Jacksonville, FL
  • 08/2013 → 12/2017
    The Dive Bar Restaurant
    Jupiter, FL
  • 05/2019 → 12/2019
    Velocity Community Credit Union
    Palm Beach Gardens, FL
  • 08/2014 → 12/2016
    Palm Beach State College
    Palm Beach Gardens, FL
  • 01/2017 → 05/2019
    University Of Florida
    Gainesville, FL
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-09-13 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Jacksonville, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-09-05
S63 Uniform Securities Agent State Law Examination 2020-06-19
  • S66 Uniform Combined State Law Examination
    2023-09-05
  • S63 Uniform Securities Agent State Law Examination
    2020-06-19
Other Names
  • Kelly Mcdow

View on SEC IAPD

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