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Lauren Jessica Stapleton Gershon

Strategic Advisers LLC

Danville, CA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
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

Danville, 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
OrganizationCityStateFromTo
Td Ameritrade Walnut Creek CA 07/2017 07/2019
Bloomingdale's San Francisco CA 06/2017 07/2017
Td Bank Chatham NJ 07/2015 04/2017
Ave By Korman Communities Walnut Creek CA 07/2019 09/2019
Fidelity Brokerage Services Llc Walnut Creek CA 09/2019 Present
Fidelity Investments Boston MA 03/2025 Present
  • 07/2017 → 07/2019
    Td Ameritrade
    Walnut Creek, CA
  • 06/2017 → 07/2017
    Bloomingdale's
    San Francisco, CA
  • 07/2015 → 04/2017
    Td Bank
    Chatham, NJ
  • 07/2019 → 09/2019
    Ave By Korman Communities
    Walnut Creek, CA
  • 09/2019 → Present
    Fidelity Brokerage Services Llc
    Walnut Creek, CA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2020-01-27 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Walnut Creek, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-01-09
  • S66 Uniform Combined State Law Examination
    2020-01-09
Other Names
  • Lauren Jessica Stapleton
  • Lauren Jessica Stapleton Gershon
  • Lauren J S Gershon

View on SEC IAPD

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