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Teresita Ford

Strategic Advisers LLC

Palo Alto, CA

San Jose, CA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

251 University Avenue, Palo Alto, CA 94301-1714 • United States

San Jose, CA • 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 No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Edward Jones St Louis MO 04/2018 10/2019
Unemployed Santa Clara CA 01/2013 04/2018
Edward Jones St.LOuis MO 10/2019 01/2022
Fidelity Brokerage Services Boston MA 01/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 04/2018 → 10/2019
    Edward Jones
    St Louis, MO
  • 01/2013 → 04/2018
    Unemployed
    Santa Clara, CA
  • 10/2019 → 01/2022
    Edward Jones
    St.LOuis, MO
  • 01/2022 → Present
    Fidelity Brokerage Services
    Boston, MA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-02-23 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Los Gatos, CA
  • 2019-12-17 → 2022-01-05
    Edward Jones
    St Louis, MO
    San Jose, CA
    San Jose, CA
    San Jose, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-12-16
  • S66 Uniform Combined State Law Examination
    2019-12-16
Other Names
  • Teresita Arado Ford
  • Teresita Arado Ford

View on SEC IAPD

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