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Maddeysen Puckett

Strategic Advisers LLC

Phoenix, AZ

Phoenix, AZ

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2025-07-25
TX RA APPROVED 2025-03-31
  • AZ RA
    APPROVED
    Since 2025-07-25
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

Phoenix, AZ • United States

3240 East Camelback Road, Phoenix, AZ 85018-2335 • 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
Fidelity Brokerage Services Llc Westlake TX 09/2017 07/2020
Navy Federal Credit Union Lemoore CA 07/2014 08/2017
First Guaranty Mortgage Corporation Plano TX 07/2020 10/2021
Ubs Financial Services Knoxville TN 10/2021 04/2022
Fidelity Investments Knoxville TN 04/2022 06/2025
Fidelity Investments Boston MA 03/2025 06/2025
Fidelity Brokerage Services Llc Scottsdale AZ 06/2025 Present
Strategic Advisers Llc Scottsdale AZ 06/2025 Present
  • 09/2017 → 07/2020
    Fidelity Brokerage Services Llc
    Westlake, TX
  • 07/2014 → 08/2017
    Navy Federal Credit Union
    Lemoore, CA
  • 07/2020 → 10/2021
    First Guaranty Mortgage Corporation
    Plano, TX
  • 10/2021 → 04/2022
    Ubs Financial Services
    Knoxville, TN
  • 04/2022 → 06/2025
    Fidelity Investments
    Knoxville, TN
  • 03/2025 → 06/2025
    Fidelity Investments
    Boston, MA
  • 06/2025 → Present
    Fidelity Brokerage Services Llc
    Scottsdale, AZ
  • 06/2025 → Present
    Strategic Advisers Llc
    Scottsdale, AZ
Previous Registrations
  • 2022-06-09 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Knoxville, TN
  • 2021-10-27 → 2022-04-25
    Ubs Financial Services Inc.
    Knoxville, TN
  • 2019-10-30 → 2020-07-07
    Fidelity Personal And Workplace Advisors
    Westlake, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-10-25
S63 Uniform Securities Agent State Law Examination 2017-10-16
  • S66 Uniform Combined State Law Examination
    2019-10-25
  • S63 Uniform Securities Agent State Law Examination
    2017-10-16
Designations
Other Names
  • Maddeysen Paige Puckett
  • Maddeysen Paige Lukins
  • Maddeysen Puckett

View on SEC IAPD

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