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

Branch Locations

Conshohocken, PA • United States

797 East Lancaster Ave Suite 100, Villanova, PA 19085-1532 • 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
Victory Capital Services, Inc. San Antonio TX 07/2023 10/2023
On Air Sales And Marketing Exton PA 08/2022 07/2023
Mercedes-Benz Of Fort Washington Fort Washington PA 01/2018 02/2020
Sunnybrook Golf Club Plymouth Meeting PA 05/2019 03/2022
Hatfield Ice World Lansdale PA 01/2016 01/2018
Unemployed Lansdale PA 03/2022 08/2022
Montgomery County Community College Blue Bell PA 09/2018 05/2019
West Chester University Of Pennsylvania West Chester PA 08/2019 12/2022
Paradigm Operations Llc West Chester PA 10/2023 12/2023
Fidelity Investment Villanova PA 12/2023 Present
Fidelity Investments Boston MA 03/2025 Present
  • 07/2023 → 10/2023
    Victory Capital Services, Inc.
    San Antonio, TX
  • 08/2022 → 07/2023
    On Air Sales And Marketing
    Exton, PA
  • 01/2018 → 02/2020
    Mercedes-Benz Of Fort Washington
    Fort Washington, PA
  • 05/2019 → 03/2022
    Sunnybrook Golf Club
    Plymouth Meeting, PA
  • 01/2016 → 01/2018
    Hatfield Ice World
    Lansdale, PA
  • 03/2022 → 08/2022
    Unemployed
    Lansdale, PA
  • 09/2018 → 05/2019
    Montgomery County Community College
    Blue Bell, PA
  • 08/2019 → 12/2022
    West Chester University Of Pennsylvania
    West Chester, PA
  • 10/2023 → 12/2023
    Paradigm Operations Llc
    West Chester, PA
  • 12/2023 → Present
    Fidelity Investment
    Villanova, PA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-06-14 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Lansdale, PA
    Villanova, PA
Other Businesses

OBA-117763|OrgNmn:Paradigm operations LLC|Org Addr:Conshohock,Pennsylvan,US|OBA Nature:Limited Liability Company|Invst Rel:N|Title:Independent Contractor|Duties:Package orders |StrtDt:01-01-24|TotHrs/mon:1|TrdHrs/mon:0|OBA-104926|OrgNmn:On Air Sales and Marketing |Org Addr:Exton ,Pennsylvan,US|OBA Nature:Vendor company that presents p|Invst Rel:N|Title:Independent Contractor|Duties:Fill in to help setup for live TV airings when needed. Not going to be very often potentially a few times a month or not even at all. |StrtDt:|TotHrs/mon:4|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-06-07
  • S66 Uniform Combined State Law Examination
    2024-06-07
Other Names
  • Cole Francis Crimlish
  • Cole Crimlish

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