Chelsea Lopes

Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2025-12-16
FL	RA	APPROVED	2025-07-08

TX RA
APPROVED_RES

Since 2025-12-16
FL RA
APPROVED

Since 2025-07-08

Branch Locations

Tampa, FL • United States

3000 Bayport Dr Ste 800, Tampa, FL 33607-8402 • 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 Yes
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Kohl's	Spring Hill	FL	10/2014	06/2018
Pipeline Consulting	Tampa	FL	06/2018	07/2020
Pike Engineering	Tampa	FL	10/2020	04/2021
Pizza Villa	Spring Hill	FL	05/2021	09/2021
Vs Medspa	Tampa	FL	10/2021	11/2022
Kingsbury Financial Advisors	Tampa	FL	02/2023	08/2024
Saint Leo University	Dade City	FL	08/2017	06/2019
Caitlin John, Llc	Brighton	MI	07/2023	08/2024
Unemployed	Spring Hill	FL	08/2024	01/2025
Fidelity Investments	Tampa	FL	01/2025	Present

10/2014 → 06/2018

Kohl's

Spring Hill, FL
06/2018 → 07/2020

Pipeline Consulting

Tampa, FL
10/2020 → 04/2021

Pike Engineering

Tampa, FL
05/2021 → 09/2021

Pizza Villa

Spring Hill, FL
10/2021 → 11/2022

Vs Medspa

Tampa, FL
02/2023 → 08/2024

Kingsbury Financial Advisors

Tampa, FL
08/2017 → 06/2019

Saint Leo University

Dade City, FL
07/2023 → 08/2024

Caitlin John, Llc

Brighton, MI
08/2024 → 01/2025

Unemployed

Spring Hill, FL
01/2025 → Present

Fidelity Investments

Tampa, FL

Previous Registrations

2023-08-15 → 2024-08-15

Simplyria Advisor Network

Tampa, FL

Brighton, MI

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	2025-06-16
S65	Uniform Investment Adviser Law Examination	2023-05-18

S63 Uniform Securities Agent State Law Examination

2025-06-16
S65 Uniform Investment Adviser Law Examination

2023-05-18

Other Names

Chelsea Judith Lopes

View on SEC IAPD