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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

Fort Lauderdale, FL • United States

121 Alhambra Plaza Ste 150 Alhambra Tower, Coral Gables, FL 33134-4522 • 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 Boca Raton FL 12/2023 Present
Lagos Constructors Boca Raton FL 04/2023 12/2023
Independent (Nanny) Delray Beach FL 11/2020 04/2023
Il Gabbiano Italian Bistro Cranford NJ 01/2019 11/2020
The Club At Headquarters Plaza Morristown NJ 01/2019 03/2020
Self Employed Cali 01/2013 01/2019
Fidelity Investments Boston MA 03/2025 Present
  • 12/2023 → Present
    Fidelity Investments
    Boca Raton, FL
  • 04/2023 → 12/2023
    Lagos Constructors
    Boca Raton, FL
  • 11/2020 → 04/2023
    Independent (Nanny)
    Delray Beach, FL
  • 01/2019 → 11/2020
    Il Gabbiano Italian Bistro
    Cranford, NJ
  • 01/2019 → 03/2020
    The Club At Headquarters Plaza
    Morristown, NJ
  • 01/2013 → 01/2019
    Self Employed
    Cali
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-07-10 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Boca Raton, FL
    Boca Raton, FL
Other Businesses

OBA-105107|OrgNmn:SOTRI CONSULTANT|Org Addr:BOCA RATON,Florida,US|OBA Nature:digital marketing services|Invst Rel:N|Title:co owner|Duties:the company i created with my husband is not currently working, i just created an LLC for future marketing ideas|StrtDt:11-16-23|TotHrs/mon:4|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-06-11
  • S66 Uniform Combined State Law Examination
    2024-06-11
Other Names
  • Sofia Trivino Mejia
  • Sofia Trivinomejia

View on SEC IAPD

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