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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 2025-03-31
  • FL RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

4601 Touchton Rd East, Bldg 400, Jacksonville, FL 32246-4484 • United States

Yulee, 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
Fidelity Brokerage Services Llc Jacksonville FL 01/2018 Present
Petros Estate & Retirement Planning Jacksonville FL 03/2015 01/2018
Fidelity Investments Boston MA 03/2025 Present
  • 01/2018 → Present
    Fidelity Brokerage Services Llc
    Jacksonville, FL
  • 03/2015 → 01/2018
    Petros Estate & Retirement Planning
    Jacksonville, FL
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-01-20 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Jacksonville, FL
Other Businesses

OBA-127025|OrgNmn:Sanavision LLC|Org Addr:Lakeland,Florida,US|OBA Nature:Promotional Sales|Invst Rel:N|Title:Sole Proprietor|Duties:Promotional liquor sales at stores, restaurants and bars|StrtDt:|TotHrs/mon:3|TrdHrs/mon:0|OBA-127046|OrgNmn:MCR Enterprises LLC|Org Addr:Orlando,Florida,US|OBA Nature:Promotional Sales|Invst Rel:N|Title:Sole Proprietor|Duties:Promotional liquor sales at stores, restaurants and bars|StrtDt:02-17-26|TotHrs/mon:4|TrdHrs/mon:0|OBA-9248|OrgNmn:Forte Event Marketing, LLC|Org Addr:Fort Walto,Florida,US|OBA Nature:Promoting liquor and spirit sa|Invst Rel:N|Title:Brand Ambassador/Promotional Mode|Duties:promote liquor and/or spirit sales assigned to me from the company at the given location|StrtDt:08-20-16|TotHrs/mon:3|TrdHrs/mon:0|OBA-10279|OrgNmn:ManMar Entertainment, LLC|Org Addr:Miami,Florida,US|OBA Nature:Beer, Wine, & Spirits Promotio|Invst Rel:N|Title:Brand Ambassador/Model|Duties:Promote beer, wine, and/or spirits sales while providing info about products and tastings of product|StrtDt:07-20-18|TotHrs/mon:1|TrdHrs/mon:0|OBA-9249|OrgNmn:Facetime Consulting and Promotions|Org Addr:New Smyrna,Florida,US|OBA Nature:Promotes Sales for liquor or e|Invst Rel:N|Title:Brand Ambassador and/or Promotion|Duties:promote sales for products or support events|StrtDt:12-01-16|TotHrs/mon:4|TrdHrs/mon:0|OBA-9250|OrgNmn:Scannell Productions|Org Addr:Tampa,Florida,US|OBA Nature:Promotes beer/wine/spirits|Invst Rel:N|Title:Brand Ambassador/Promotional Mode|Duties:promote beer/wine/spirits sales by handing out branded freebies or samples|StrtDt:02-17-18|TotHrs/mon:3|TrdHrs/mon:0|OBA-100540|OrgNmn:Bella's Promotions & Events|Org Addr:South Dayt,Florida,US|OBA Nature:Marketing Agency|Invst Rel:N|Title:Sole Proprietor|Duties:promoting products through social events, liquor tastings, festivals, etc.|StrtDt:|TotHrs/mon:4|TrdHrs/mon:0|OBA-122895|OrgNmn:Liv Group Experiential|Org Addr:Orlando,Florida,US|OBA Nature:Marketing Services|Invst Rel:N|Title:Sole Proprietor|Duties:promotional model, promoting brands and handing out giveaways|StrtDt:|TotHrs/mon:18|TrdHrs/mon:0|OBA-111045|OrgNmn:Elevate Staffing & Events, LLC|Org Addr:St Augusti,Florida,US|OBA Nature:Promotional Events|Invst Rel:N|Title:Sole Proprietor|Duties:Promote whatever brand needed for events|StrtDt:|TotHrs/mon:3|TrdHrs/mon:0|OBA-127024|OrgNmn:SBM Marketing Corp|Org Addr:Ocoee,Florida,US|OBA Nature:Promotional Sales|Invst Rel:N|Title:Sole Proprietor|Duties:Promotional liquor sales at stores, restaurants and bars|StrtDt:|TotHrs/mon:3|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-12-14
S63 Uniform Securities Agent State Law Examination 2018-03-20
  • S66 Uniform Combined State Law Examination
    2020-12-14
  • S63 Uniform Securities Agent State Law Examination
    2018-03-20
Other Names
  • Candace Tiffany Huston
  • Candace Huston

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