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Danny Jaimes

Strategic Advisers LLC

Henderson, NV

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
NV RA APPROVED 2025-03-31
TX RA APPROVED_RES 2025-03-31
  • NV RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

Henderson, NV • 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 No
  • Bankruptcy Yes
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Wells Fargo Bank, Na Las Vegas NV 01/2015 07/2022
Wells Fargo Clearing Services, Llc Las Vegas NV 08/2017 07/2022
Fidelity Investments Westlake TX 07/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 01/2015 → 07/2022
    Wells Fargo Bank, Na
    Las Vegas, NV
  • 08/2017 → 07/2022
    Wells Fargo Clearing Services, Llc
    Las Vegas, NV
  • 07/2022 → Present
    Fidelity Investments
    Westlake, TX
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-10-21 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Las Vegas, NV
  • 2021-05-17 → 2022-07-14
    Wells Fargo Clearing Services, Llc
    Las Vegas, NV
    Las Vegas, NV
    Las Vegas, NV
Other Businesses

OBA-107848|OrgNmn:DanEffects|Org Addr:Las Vegas,Nevada,US|OBA Nature:Photography/Videography & Edit|Invst Rel:N|Title:Sole Proprietor|Duties:Photography/Video Editing|StrtDt:|TotHrs/mon:8|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-05-11
S63 Uniform Securities Agent State Law Examination 2018-03-26
  • S66 Uniform Combined State Law Examination
    2021-05-11
  • S63 Uniform Securities Agent State Law Examination
    2018-03-26

View on SEC IAPD

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