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Joel Oscar Ubri-Cardona

Strategic Advisers LLC

Durham, NC

Raleigh, NC

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • NC RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

100 New Millennium Way, Durham, NC 27709-8204 • United States

Raleigh, NC • 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 Investments Durham NC 04/2023 Present
Unemployed Raleigh NC 12/2021 04/2023
Answer Financial Encino CA 12/2017 12/2021
Best Buy Los Angeles CA 08/2017 12/2017
Postmates San Francisco CA 09/2017 11/2017
Travelers Insurance Charlotte NC 01/2017 08/2017
Coca-Cola Bottling Company Consolidated Charlotte NC 06/2015 12/2016
University Of North Carolina At Charlotte Charlotte NC 08/2012 12/2016
Fidelity Investments Boston MA 03/2025 Present
  • 04/2023 → Present
    Fidelity Investments
    Durham, NC
  • 12/2021 → 04/2023
    Unemployed
    Raleigh, NC
  • 12/2017 → 12/2021
    Answer Financial
    Encino, CA
  • 08/2017 → 12/2017
    Best Buy
    Los Angeles, CA
  • 09/2017 → 11/2017
    Postmates
    San Francisco, CA
  • 01/2017 → 08/2017
    Travelers Insurance
    Charlotte, NC
  • 06/2015 → 12/2016
    Coca-Cola Bottling Company Consolidated
    Charlotte, NC
  • 08/2012 → 12/2016
    University Of North Carolina At Charlotte
    Charlotte, NC
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-05-31 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Durham, NC
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-05-29
S63 Uniform Securities Agent State Law Examination 2023-07-05
  • S66 Uniform Combined State Law Examination
    2024-05-29
  • S63 Uniform Securities Agent State Law Examination
    2023-07-05
Other Names
  • Joel Oscar Ubri-Cardona
  • Joel Ubri
  • Joel Ubri-Cardona

View on SEC IAPD

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