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Juan Carlos Applewhite

Strategic Advisers LLC

South San Francisco, CA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-01-27
TX RA APPROVED 2026-01-27
  • CA RA
    APPROVED
    Since 2026-01-27
  • TX RA
    APPROVED
    Since 2026-01-27

Branch Locations

South San Francisco, CA • 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
Compomedica Caracas 06/2014 07/2023
Amerant Bank Coral Gables FL 10/2023 04/2025
Unemployed San Francisco CA 04/2025 09/2025
Fidelity Investments Sacramento CA 10/2025 Present
  • 06/2014 → 07/2023
    Compomedica
    Caracas
  • 10/2023 → 04/2025
    Amerant Bank
    Coral Gables, FL
  • 04/2025 → 09/2025
    Unemployed
    San Francisco, CA
  • 10/2025 → Present
    Fidelity Investments
    Sacramento, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-04-01
  • S66 Uniform Combined State Law Examination
    2025-04-01
Other Names
  • Juan Carlos Applewhite
  • Juan Applewhite

View on SEC IAPD

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