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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Richmond, CA • United States

44 Montgomery St Ste 2350, San Francisco, CA 94104-4710 • 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
Voya Redlands CA 08/2015 01/2018
Voya Retirement Advisors, Llc Redlands CA 08/2015 01/2018
Voya Financial Advisors, Inc. Redlands CA 10/2016 01/2018
Massmutual Life Insurance Company Walnut Creek CA 12/2019 03/2021
Mml Investors Services, Llc Walnut Creek CA 01/2020 03/2021
Workmon Estates Richmond CA 01/2018 11/2019
Fidelity Investments San Francisco CA 03/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 08/2015 → 01/2018
    Voya
    Redlands, CA
  • 08/2015 → 01/2018
    Redlands, CA
  • 10/2016 → 01/2018
    Voya Financial Advisors, Inc.
    Redlands, CA
  • 12/2019 → 03/2021
    Massmutual Life Insurance Company
    Walnut Creek, CA
  • 01/2020 → 03/2021
    Walnut Creek, CA
  • 01/2018 → 11/2019
    Workmon Estates
    Richmond, CA
  • 03/2021 → Present
    Fidelity Investments
    San Francisco, CA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2006-05-08
S63 Uniform Securities Agent State Law Examination 2004-03-06
  • S66 Uniform Combined State Law Examination
    2006-05-08
  • S63 Uniform Securities Agent State Law Examination
    2004-03-06
Other Names
  • Tamika Denise Workmon
  • Tamika D Workmon

View on SEC IAPD

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