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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

15521 Midlothian Tpke Suite 101, Midlothian, VA 23113-7312 • United States

Powhatan, VA • 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
Fidelity Investments Glen Allen VA 01/2014 Present
Fidelity Personal And Workplace Advisors Boston MA 07/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 01/2014 → Present
    Fidelity Investments
    Glen Allen, VA
  • 07/2018 → Present
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
Other Businesses

OBA-126475|OrgNmn:Shaklee|Org Addr:Powhatan,Virginia,US|OBA Nature:Health and Wellness|Invst Rel:N|Title:Independent|Duties:Purchase health and wellness products at a discount instead of full price|StrtDt:01-30-26|TotHrs/mon:1|TrdHrs/mon:0|

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2009-02-04
S63 Uniform Securities Agent State Law Examination 2006-12-06
  • S65 Uniform Investment Adviser Law Examination
    2009-02-04
  • S63 Uniform Securities Agent State Law Examination
    2006-12-06
Other Names
  • Dianne Jean Hissem
  • Dianne Jean Hissem
  • Dianne J Shepherd
  • Dianne Hissem Willier
  • Dianne Willer
  • Dianne H Willier

View on SEC IAPD

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