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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
NH RA APPROVED 2025-03-31
TX RA APPROVED_RES 2025-03-31
  • NH RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

Two Contra Way, Merrimack, NH 03054-4334 • United States

Chester, NH • 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 No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Travelers Insurance Indeminty Richardson TX 02/2016 10/2018
Unemployment Coppell TX 11/2018 04/2019
Fidelity Brokerage Services, Llc Raleigh NC 05/2019 Present
Fidelity Investments Boston MA 03/2025 Present
  • 02/2016 → 10/2018
    Travelers Insurance Indeminty
    Richardson, TX
  • 11/2018 → 04/2019
    Unemployment
    Coppell, TX
  • 05/2019 → Present
    Fidelity Brokerage Services, Llc
    Raleigh, NC
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2020-01-27 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Durham, NC
  • 2005-08-23 → 2009-02-03
    Princeton, NJ
    Princeton, NJ
Other Businesses

OBA-126433|OrgNmn:Jerry McSpiritt Photography|Org Addr:Chester,New Hampsh,US|OBA Nature:Photography|Invst Rel:N|Title:owner|Duties:limited|StrtDt:|TotHrs/mon:2|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-08-26
S65 Uniform Investment Adviser Law Examination 2005-08-08
S63 Uniform Securities Agent State Law Examination 1987-07-06
  • S66 Uniform Combined State Law Examination
    2019-08-26
  • S65 Uniform Investment Adviser Law Examination
    2005-08-08
  • S63 Uniform Securities Agent State Law Examination
    1987-07-06
Other Names
  • Jerry Mcspiritt
  • Girard James Mcspiritt
  • Girard Mcspiritt

View on SEC IAPD

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