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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • NC RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

4509 Creedmoor Rd Suite 101, Raleigh, NC 27612-3859 • United States

Pittsboro, NC • 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 Stuttgart 07/2017 12/2017
Usag Stuttgart Child And Youth Services Patch Barracks, Stuttgart-Vaihingen 05/2017 07/2017
Usag Stuttgart Tax Center Kelly Barracks, Stuttgart-Möhringen 02/2017 05/2017
Unemployed Stuttgart 01/2017 02/2017
Burger King Panzer Kaserne, Stuttgart-Boblingen 09/2016 01/2017
Unemployed Stuttgart 07/2016 09/2016
First Command Financial Planning, Inc. Fort Worth TX 07/2017 12/2017
First Command Financial Planning, Inc. Fort Worth TX 01/2018 12/2020
First Command Advisory Services, Inc. Fort Worth TX 01/2018 12/2020
First Command Insurance Services, Inc. Fort Worth TX 01/2018 12/2020
Fidelity Investments Raleigh NC 12/2020 Present
Fidelity Investments Boston MA 03/2025 Present
  • 07/2017 → 12/2017
    Unemployed
    Stuttgart
  • 05/2017 → 07/2017
    Usag Stuttgart Child And Youth Services
    Patch Barracks, Stuttgart-Vaihingen
  • 02/2017 → 05/2017
    Usag Stuttgart Tax Center
    Kelly Barracks, Stuttgart-Möhringen
  • 01/2017 → 02/2017
    Unemployed
    Stuttgart
  • 09/2016 → 01/2017
    Burger King
    Panzer Kaserne, Stuttgart-Boblingen
  • 07/2016 → 09/2016
    Unemployed
    Stuttgart
  • 07/2017 → 12/2017
    First Command Financial Planning, Inc.
    Fort Worth, TX
  • 01/2018 → 12/2020
    First Command Financial Planning, Inc.
    Fort Worth, TX
  • 01/2018 → 12/2020
    First Command Advisory Services, Inc.
    Fort Worth, TX
  • 01/2018 → 12/2020
    First Command Insurance Services, Inc.
    Fort Worth, TX
  • 12/2020 → Present
    Fidelity Investments
    Raleigh, NC
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-01-06 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Raleigh, NC
  • 2017-12-20 → 2020-12-23
    Sindelfingen
    Fort Worth, TX
    Cary, NC
    Colorado Springs, CO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-12-19
  • S66 Uniform Combined State Law Examination
    2017-12-19
Other Names
  • Janet Elizabeth Irene Cagle
  • Janet Russell
  • Janet E I Cagle Russell

View on SEC IAPD

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