ALAN DAVID LOCKWOOD is an investment adviser representative (IAR) with state registration records since 2012, appearing at 3 firms. Currently registered with STRATEGIC ADVISERS LLC.
| Firm | From | To | Current |
|---|---|---|---|
| STRATEGIC ADVISERS LLC | 2025-03-31 | present | Yes |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | 2022-01-28 | 2025-03-31 | — |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | 2018-07-13 | 2021-10-06 | — |
| STRATEGIC ADVISERS LLC | 2015-10-13 | 2018-07-13 | — |
| EDWARD D. JONES & CO., L.P. | 2012-02-29 | 2012-07-05 | — |