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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_RES 2025-03-31
  • FL RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

Jacksonville, FL • United States

4601 Touchton Rd East, Bldg 400, Jacksonville, FL 32246-4484 • 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
OrganizationCityStateFromTo
Ttec Englewood CO 10/2022 01/2023
Ttec Englewood CO 07/2023 02/2024
Prounlimited San Francisco CA 08/2018 08/2019
Performance Machine Corp Miami FL 11/2000 06/2024
Fidelity Investments Jacksonville FL 07/2024 Present
Guidewell Jacksonville FL 08/2019 09/2022
Fidelity Investments Boston MA 03/2025 Present
  • 10/2022 → 01/2023
    Ttec
    Englewood, CO
  • 07/2023 → 02/2024
    Ttec
    Englewood, CO
  • 08/2018 → 08/2019
    Prounlimited
    San Francisco, CA
  • 11/2000 → 06/2024
    Performance Machine Corp
    Miami, FL
  • 07/2024 → Present
    Fidelity Investments
    Jacksonville, FL
  • 08/2019 → 09/2022
    Guidewell
    Jacksonville, FL
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-11-27 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Jacksonville, FL
    Jacksonville, FL
Other Businesses

OBA-111305|OrgNmn:Performance Machine Corp|Org Addr:Miami,Florida,US|OBA Nature:Retail Auto Parts Store|Invst Rel:N|Title:Officer|Duties:Listed as president of the corporation, no actual obligations at the present time |StrtDt:11-01-00|TotHrs/mon:1|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-11-13
  • S66 Uniform Combined State Law Examination
    2024-11-13

View on SEC IAPD

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