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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
WA RA APPROVED 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31
  • WA RA
    APPROVED
    Since 2025-03-31

Branch Locations

Seattle, WA • United States

1518 6Th Ave, Seattle, WA 98101-1706 • 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
Unemployed Seattle WA 04/2016 11/2016
Nationwide Investment Services Corporation Columbus OH 11/2016 01/2020
Columbia Management Investment Distributors, Inc. Seattle WA 01/2020 12/2023
Unemployed Seattle WA 01/2024 04/2024
Fidelity Investments Seattle WA 04/2024 Present
Fidelity Investments Boston MA 03/2025 Present
  • 04/2016 → 11/2016
    Unemployed
    Seattle, WA
  • 11/2016 → 01/2020
    Nationwide Investment Services Corporation
    Columbus, OH
  • 01/2020 → 12/2023
    Columbia Management Investment Distributors, Inc.
    Seattle, WA
  • 01/2024 → 04/2024
    Unemployed
    Seattle, WA
  • 04/2024 → Present
    Fidelity Investments
    Seattle, WA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
Other Businesses

OBA-109164|OrgNmn:FRED LLC|Org Addr:Chicago ,Illinois,US|OBA Nature:Rental property|Invst Rel:Y|Title:Member of the ownership group.|Duties:Fill out a personal financial statement each year to provide to the bank that holds the loan on the property.|StrtDt:04-29-24|TotHrs/mon:0.01|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2010-08-23
S63 Uniform Securities Agent State Law Examination 2003-12-18
  • S66 Uniform Combined State Law Examination
    2010-08-23
  • S63 Uniform Securities Agent State Law Examination
    2003-12-18
Other Names
  • Peter Mcdonald Oliphant
  • Peter Mc Donald Oliphant
  • Peter Mc Donlad Oliphant

View on SEC IAPD

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