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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
KS RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
UT RA APPROVED 2025-03-31
  • KS RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31
  • UT RA
    APPROVED
    Since 2025-03-31

Branch Locations

Lenexa, KS • United States

11200 Nall Avenue, Overland Park, KS 66211-1233 • 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 Salt Lake City UT 01/2004 Present
Fidelity Personal And Workplace Advisors Boston MA 07/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 01/2004 → Present
    Fidelity Brokerage Services, Llc
    Salt Lake City, UT
  • 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
    Overland Park, KS
    Lenexa, KS
  • 2005-08-23 → 2018-07-13
    Salt Lake City, UT
    Overland Park, KS
    Salt Lake City, UT
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2005-06-27
S63 Uniform Securities Agent State Law Examination 2001-02-20
  • S66 Uniform Combined State Law Examination
    2005-06-27
  • S63 Uniform Securities Agent State Law Examination
    2001-02-20
Other Names
  • Josh Jack Joshua
  • Joshua Jack Nickle

View on SEC IAPD

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