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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-05-26
TX RA APPROVED 2026-05-21
  • FL RA
    APPROVED
    Since 2026-05-26
  • TX RA
    APPROVED
    Since 2026-05-21

Branch Locations

4601 Touchton Rd East, Bldg 400, Jacksonville, FL 32246-4484 • United States

St. John'S, 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
Pedro Menendez High School St Augustine FL 08/2014 05/2018
Jcpenney St Augustine FL 11/2016 09/2018
Vystar Credit Union St Augustine FL 06/2016 05/2018
Southstate Bank St Augustine FL 01/2024 05/2024
Apex Elite Jacksonville FL 08/2021 12/2021
Fidelity Investments Jacksonville FL 05/2024 Present
Ameris Bank St Augustine FL 07/2018 01/2023
Jacksonville Jaguars Jacksonville FL 07/2022 12/2023
University Of North Florida Jacksonville FL 12/2021 05/2022
  • 08/2014 → 05/2018
    Pedro Menendez High School
    St Augustine, FL
  • 11/2016 → 09/2018
    Jcpenney
    St Augustine, FL
  • 06/2016 → 05/2018
    Vystar Credit Union
    St Augustine, FL
  • 01/2024 → 05/2024
    Southstate Bank
    St Augustine, FL
  • 08/2021 → 12/2021
    Apex Elite
    Jacksonville, FL
  • 05/2024 → Present
    Fidelity Investments
    Jacksonville, FL
  • 07/2018 → 01/2023
    Ameris Bank
    St Augustine, FL
  • 07/2022 → 12/2023
    Jacksonville Jaguars
    Jacksonville, FL
  • 12/2021 → 05/2022
    University Of North Florida
    Jacksonville, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-05-20
S63 Uniform Securities Agent State Law Examination 2024-09-05
  • S66 Uniform Combined State Law Examination
    2026-05-20
  • S63 Uniform Securities Agent State Law Examination
    2024-09-05

View on SEC IAPD

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