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Laurie A Daven

Strategic Advisers LLC

Beaverton, OR

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Beaverton, OR • 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
Principal Life Insurance Company Portland OR 02/2007 10/2021
Principal Securities Inc Tigard OR 03/2016 10/2021
Fidelity Investments Salt Lake City UT 10/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 02/2007 → 10/2021
    Principal Life Insurance Company
    Portland, OR
  • 03/2016 → 10/2021
    Principal Securities Inc
    Tigard, OR
  • 10/2021 → Present
    Fidelity Investments
    Salt Lake City, UT
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
Other Businesses

OBA-67448|OrgNmn:Laurie Daven dba SnickerDoodle Studio|Org Addr:Beaverton,Oregon,US|OBA Nature:Portraiture, illustration, des|Invst Rel:N|Title:Independent Contractor|Duties:Contractor/artist/writer|StrtDt:|TotHrs/mon:4|TrdHrs/mon:0|OBA-67451|OrgNmn:Laurie Daven|Org Addr:Beaverton,Oregon,US|OBA Nature:Writing non-fiction and fictio|Invst Rel:N|Title:Independent Contractor|Duties:Contracted services and/or independent writing projects|StrtDt:03-25-22|TotHrs/mon:5|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2004-12-01
  • S66 Uniform Combined State Law Examination
    2004-12-01
Other Names
  • Laurie Ann Kubatzky
  • Laurie Ann Daven

View on SEC IAPD

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