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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

One Destiny Way, Westlake, TX 76262-8103 • United States

Franklin, TN • 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 Brokerage Services Llc Franklin TN 06/2015 Present
Fidelity Personal And Workplace Advisors Boston MA 07/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 06/2015 → Present
    Fidelity Brokerage Services Llc
    Franklin, TN
  • 07/2018 → Present
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2018-07-13 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Boston, MA
    Westlake, TX
    Franklin, TN
  • 2015-07-13 → 2018-07-13
    Franklin, TN
    Franklin, TN
    Knoxville, TN
  • 2012-11-16 → 2015-06-05
    Nashville, TN
    Nashville, TN
Other Businesses

OBA-5619|OrgNmn:Journey Resurrection, LLC|Org Addr:Franklin,Tennessee,US|OBA Nature:Music entertainment|Invst Rel:N|Title:Employee|Duties:manage and perform for live musical act|StrtDt:04-23-14|TotHrs/mon:25|TrdHrs/mon:0|OBA-5616|OrgNmn:BMI|Org Addr:Nashville,Tennessee,US|OBA Nature:Music rights management|Invst Rel:N|Title:member|Duties:no official duties. registered with BMI as songwriter for purposes of collecting royalties|StrtDt:05-09-06|TotHrs/mon:1|TrdHrs/mon:0|OBA-5618|OrgNmn:Self Employment|Org Addr:Franklin,Tennessee,US|OBA Nature:live music performance|Invst Rel:N|Title:Independent Contractor|Duties:perform live music|StrtDt:10-05-07|TotHrs/mon:4|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2012-11-14
S63 Uniform Securities Agent State Law Examination 1999-12-09
  • S66 Uniform Combined State Law Examination
    2012-11-14
  • S63 Uniform Securities Agent State Law Examination
    1999-12-09
Other Names
  • Vic White

View on SEC IAPD

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