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Ethan Mendoza

Strategic Advisers LLC

Orlando, 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

Orlando, 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
Wells Fargo Clearing Services Llc Arlington VA 08/2018 04/2019
Wells Fargo Bank Na Arlington VA 02/2017 04/2019
Wells Fargo Bank Na Naples FL 08/2015 02/2017
Edward Jones St Louis MO 04/2019 02/2023
Fidelity Investments Covington KY 03/2023 Present
Fidelity Investments Boston MA 03/2025 Present
  • 08/2018 → 04/2019
    Wells Fargo Clearing Services Llc
    Arlington, VA
  • 02/2017 → 04/2019
    Wells Fargo Bank Na
    Arlington, VA
  • 08/2015 → 02/2017
    Wells Fargo Bank Na
    Naples, FL
  • 04/2019 → 02/2023
    Edward Jones
    St Louis, MO
  • 03/2023 → Present
    Fidelity Investments
    Covington, KY
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-04-25 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Orlando, FL
  • 2019-05-01 → 2023-02-23
    Edward Jones
    Reston, VA
    Falls Church, VA
    St Louis, MO
  • 2018-07-05 → 2019-04-30
    Wells Fargo Clearing Services, Llc
    Arlington, VA
    Mclean, VA
    Vienna, VA
    Mclean, VA
Other Businesses

OBA-122182|OrgNmn:Tiktok|Org Addr:Culver Cit,California,US|OBA Nature:Online content creation/Gaming|Invst Rel:N|Title:Live streamer|Duties:No obligations. I live stream myself playing video games. |StrtDt:|TotHrs/mon:40|TrdHrs/mon:0|

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-07-05
S63 Uniform Securities Agent State Law Examination 2018-05-10
  • S65 Uniform Investment Adviser Law Examination
    2018-07-05
  • S63 Uniform Securities Agent State Law Examination
    2018-05-10
Other Names
  • Ethan Mendoza
  • Ethan Anthony Mendoza

View on SEC IAPD

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