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Rashon Holmes

Strategic Advisers LLC

Warrington, PA

Philadelphia, PA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

1520 Main St Ste 201, Warrington, PA 18976-3406 • United States

Philadelphia, PA • 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
Santander Bank N.A. Boston MA 04/2018 02/2019
Santander Securities, Llc Dorchester MA 04/2018 02/2019
Pnc Bank 1801 Market St PA 01/2017 03/2018
Wells Fargo Trevose PA 01/2012 10/2016
Culloo Entertainment Philadelphia PA 01/2017 01/2019
Citizens Securities, Inc Upper Darby PA 02/2019 06/2021
Citizens Securities Inc Fort Washington PA 06/2021 12/2021
Fidelity Investments Warrington PA 01/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 04/2018 → 02/2019
    Santander Bank N.A.
    Boston, MA
  • 04/2018 → 02/2019
    Santander Securities, Llc
    Dorchester, MA
  • 01/2017 → 03/2018
    Pnc Bank
    1801 Market St, PA
  • 01/2012 → 10/2016
    Wells Fargo
    Trevose, PA
  • 01/2017 → 01/2019
    Culloo Entertainment
    Philadelphia, PA
  • 02/2019 → 06/2021
    Citizens Securities, Inc
    Upper Darby, PA
  • 06/2021 → 12/2021
    Citizens Securities Inc
    Fort Washington, PA
  • 01/2022 → Present
    Fidelity Investments
    Warrington, PA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-03-25 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Warrington, PA
  • 2019-04-08 → 2022-01-18
    Citizens Securities, Inc.
    Upper Darby, PA
    Conshohocken, PA
    Upper Darby, PA
    Conshohocken, PA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-04-05
S63 Uniform Securities Agent State Law Examination 2018-06-27
  • S65 Uniform Investment Adviser Law Examination
    2019-04-05
  • S63 Uniform Securities Agent State Law Examination
    2018-06-27
Other Names
  • Rashon Holmes
  • Rashon Kane Holmes

View on SEC IAPD

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KEY INVESTMENT SERVICES LLC
J.P. MORGAN SECURITIES LLC
CETERA INVESTMENT ADVISERS LLC
LPL ENTERPRISE, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Other Investors

ANDREW MICHAEL SOLTYS
GARRET M. QUALLET
RILEY DANIELLE FANTOZZI
JOHN HARWICK
JEFFERY BALISTRERI-BRENNER
CHRISTOPHER B. SMITH
KEVIN MCLANE
JOSEPH J MAXWELL

Other Offices

STATE FARM INVESTMENT MANAGEMENT CORP. · Warrington, PA
AMERIPRISE FINANCIAL SERVICES, LLC · WARRINGTON, PA
LPL FINANCIAL LLC · WARRINGTON, PA
KEY INVESTMENT SERVICES LLC · Warrington, PA
J.P. MORGAN SECURITIES LLC · Warrington, PA
LPL FINANCIAL LLC · WARMINSTER, PA
CETERA INVESTMENT ADVISERS LLC · WARRINGTON, PA
LPL ENTERPRISE, LLC · WARRINGTON, PA

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