Best Investors Account Sign in
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

4671 Town Center Pkwy, Jacksonville, FL 32246-7400 • United States

Neptune Beach, 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 Investments Jacksonville FL 05/2023 Present
Brightway Insurance Jacksonville FL 07/2019 04/2023
Animal Eye Clinics Of North Florida Jacksonville FL 04/2017 07/2019
904 Painting Inc Jacksonville FL 06/2016 04/2017
Era Heavener Realty Jacksonville FL 06/2016 04/2017
Fidelity Investments Boston MA 03/2025 Present
  • 05/2023 → Present
    Fidelity Investments
    Jacksonville, FL
  • 07/2019 → 04/2023
    Brightway Insurance
    Jacksonville, FL
  • 04/2017 → 07/2019
    Animal Eye Clinics Of North Florida
    Jacksonville, FL
  • 06/2016 → 04/2017
    904 Painting Inc
    Jacksonville, FL
  • 06/2016 → 04/2017
    Era Heavener Realty
    Jacksonville, FL
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-11-21 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Jacksonville, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-09-14
  • S66 Uniform Combined State Law Examination
    2023-09-14

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Jacksonville, FL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor