Adameka S. Pierre
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Adameka Sheron Pierre, who also goes by Adameka Sheron Driver, Adameka Sheron Lockhart, was a registered financial professional .
Adameka is a previously registered financial professional and started their career in finance in 2001. Adameka had worked at 8 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 10 and Series 9 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
April 27, 2020 - September 6, 2023
FIDELITY PERSONAL AND WORKPLACE ADVISORS
July 13, 2018 - April 24, 2020
FIDELITY PERSONAL AND WORKPLACE ADVISORS
October 12, 2016 - July 13, 2018
STRATEGIC ADVISERS LLC
September 9, 2015 - September 12, 2016
STRATEGIC ADVISERS LLC
October 27, 2010 - December 31, 2014
STRATEGIC ADVISERS LLC
October 13, 2009 - September 17, 2010
STRATEGIC ADVISERS LLC
October 5, 2009 - September 5, 2023
FIDELITY BROKERAGE SERVICES LLC
June 18, 2009 - August 13, 2009
THRIVENT INVESTMENT MANAGEMENT INC.
June 17, 2009 - August 13, 2009
THRIVENT INVESTMENT MANAGEMENT INC.
May 14, 2008 - June 5, 2009
PRINCIPAL SECURITIES, INC.
May 7, 2008 - June 5, 2009
PRINCIPAL SECURITIES, INC.
July 30, 2007 - January 11, 2008
WELLS FARGO CLEARING SERVICES, LLC
July 30, 2007 - January 11, 2008
WELLS FARGO CLEARING SERVICES, LLC
April 3, 2007 - June 28, 2007
FIDELITY DISTRIBUTORS COMPANY LLC
December 6, 2006 - March 5, 2007
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
December 5, 2006 - March 5, 2007
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
October 19, 2005 - November 16, 2006
STRATEGIC ADVISERS LLC
May 3, 2001 - November 16, 2006
FIDELITY BROKERAGE SERVICES LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
FIDELITY PERSONAL AND WORKPLACE ADVISORS
CRD#: 288590 / SEC#: 801-112027
Contact information
Documents
Regulatory assets under management
| Total Number of Accounts | 1,991,043 |
| AUM (Assets Under Management) | $ 818,776,100,963 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 08/22/2024 | ||
| 10/23/2023 | ||
| 01/06/2023 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
