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Courtney May Walker

Strategic Advisers LLC

Jacksonville, FL

St Johns, FL

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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

St Johns, FL • 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
Merrill Lynch, Pierce, Fenner & Smith Incorporated Jacksonville FL 09/2017 09/2020
Carmax Jacksonville FL 07/2017 09/2017
Carmax Duarte CA 07/2013 07/2017
Fidelity Investments Jacksonville FL 09/2020 Present
Fidelity Investments Boston MA 03/2025 Present
  • 09/2017 → 09/2020
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Jacksonville, FL
  • 07/2017 → 09/2017
    Carmax
    Jacksonville, FL
  • 07/2013 → 07/2017
    Carmax
    Duarte, CA
  • 09/2020 → Present
    Fidelity Investments
    Jacksonville, FL
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
Other Businesses

OBA-98930|OrgNmn:C Dub Properties, LLC|Org Addr:Jacksonvil,Florida,US|OBA Nature:LLC to use my second property |Invst Rel:Y|Title:Manager of LLC / Owner of LLC|Duties:Manage my Property|StrtDt:|TotHrs/mon:10|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-02-15
  • S66 Uniform Combined State Law Examination
    2018-02-15
Other Names
  • Courtney Walker
  • Courtney May Walker
  • Courtney May Walker
  • Courtney M Walker

View on SEC IAPD

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THRIVENT INVESTMENT MANAGEMENT INC.
PFS INVESTMENTS INC.
REVISION WEALTH MANAGEMENT LLC

Other Investors

ANTHONY JOSEPH DE BELLIS
RYAN ALEXANDER WILLIAMS
JORDAN Christopher LACY
Derek Charles Vail
Adam Kyle Dorman
CORNELIUS JOHN CRONIN
Mia Victoria Greenfield
MICHAEL LOUIS ELLIS

Other Offices

LPL ENTERPRISE, LLC · JACKSONVILLE, FL
MADDEN ADVISORY SERVICES, INC. · JACKSONVILLE, FL
SANCHEZ WEALTH MANAGEMENT GROUP, LLC · JACKSONVILLE, FL
LPL FINANCIAL LLC · JACKSONVILLE, FL
LPL FINANCIAL LLC · JACKSONVILLE, FL
J.P. MORGAN SECURITIES LLC · Jacksonville, FL
J.P. MORGAN SECURITIES LLC · Jacksonville, FL
J.P. MORGAN SECURITIES LLC · Jacksonville , FL

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