Best Investors Account Sign in

Bryan Heath King

Strategic Advisers LLC

Nichols Hills, OK

Edmond, OK

Claim This Profile
Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
OK RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • OK RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

1125 Nw 63Rd St Suite A, Nichols Hills, OK 73116-6504 • United States

Edmond, OK • 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
Mwa Financial Services Inc Rock Island IL 08/2014 11/2021
Modern Woodmen Of America Rock Island IL 10/2013 11/2021
Fidelity Investments Oklahoma City OK 11/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 08/2014 → 11/2021
    Mwa Financial Services Inc
    Rock Island, IL
  • 10/2013 → 11/2021
    Modern Woodmen Of America
    Rock Island, IL
  • 11/2021 → Present
    Fidelity Investments
    Oklahoma City, OK
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-05-18 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Nichols Hills, OK
Other Businesses

OBA-64796|OrgNmn:BACK, LLC|Org Addr:Canadian,Texas,US|OBA Nature:Holding company for mineral in|Invst Rel:N|Title:President|Duties:oil& gas ineterest administration|StrtDt:06-01-18|TotHrs/mon:1|TrdHrs/mon:0|

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-04-01
S63 Uniform Securities Agent State Law Examination 2014-10-03
  • S65 Uniform Investment Adviser Law Examination
    2022-04-01
  • S63 Uniform Securities Agent State Law Examination
    2014-10-03

View on SEC IAPD

Other Firms

WILSHIRE-PENNINGTON GROUP, INC.
ASSET MANAGEMENT ADVISORS, LLC
RAYMOND JAMES & ASSOCIATES, INC.
LPL FINANCIAL LLC
MML INVESTORS SERVICES, LLC
MORGAN STANLEY
CAPTRUST
CRP MANAGEMENT XI, LLC

Other Investors

BENJAMIN DANIEL KENNEDY
LAURA ANN ROY
Michael Patrick Hackler
JERRY MILTON WILLIAMS
BRADLEY JOHN RUMENAPP
Darren Croy
Kristi-Anna Celeste Abdoo
JACOB PATRICK RAINBOLT

Other Offices

WILSHIRE-PENNINGTON GROUP, INC. · NICHOLS HILLS, OK
ASSET MANAGEMENT ADVISORS, LLC · OKLAHOMA CITY, OK
ASSET MANAGEMENT ADVISORS, LLC · OKLAHOMA CITY, OK
RAYMOND JAMES & ASSOCIATES, INC. · OKLAHOMA CITY, OK
LPL FINANCIAL LLC · OKLAHOMA CITY, OK
MML INVESTORS SERVICES, LLC · Oklahoma City, OK
MORGAN STANLEY · Oklahoma City, OK
CAPTRUST · Oklahoma City, OK

More in Nichols Hills, OK

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor