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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

2020 South Lewis Ave Suite 100, Tulsa, OK 74104-5757 • United States

Tulsa, 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
Ou Tulsa College Of Arts And Sciences Tulsa OK 10/2017 05/2018
At Home Tulsa OK 03/2012 10/2017
Unemployed Tulsa OK 05/2018 01/2019
Northwestern Mutual Investment Services Llc Tulsa OK 09/2019 10/2021
Justin Nelson Tulsa OK 01/2019 09/2019
Noah Parris Tulsa OK 01/2019 10/2021
Matt Longan Tulsa OK 01/2019 09/2019
Northwestern Mutual Wealth Management Company Milwaukee WI 07/2020 10/2021
Fidelity Brokerage Services Llc Tulsa OK 10/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 10/2017 → 05/2018
    Ou Tulsa College Of Arts And Sciences
    Tulsa, OK
  • 03/2012 → 10/2017
    At Home
    Tulsa, OK
  • 05/2018 → 01/2019
    Unemployed
    Tulsa, OK
  • 09/2019 → 10/2021
    Northwestern Mutual Investment Services Llc
    Tulsa, OK
  • 01/2019 → 09/2019
    Justin Nelson
    Tulsa, OK
  • 01/2019 → 10/2021
    Noah Parris
    Tulsa, OK
  • 01/2019 → 09/2019
    Matt Longan
    Tulsa, OK
  • 07/2020 → 10/2021
    Northwestern Mutual Wealth Management Company
    Milwaukee, WI
  • 10/2021 → Present
    Fidelity Brokerage Services Llc
    Tulsa, OK
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-01-18 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Tulsa, OK
Other Businesses

OBA-107420|OrgNmn:FS Rentals|Org Addr:Muenster,Texas,US|OBA Nature:owns a single family home that|Invst Rel:Y|Title:Partner|Duties:minimal as we will hire local service workers to maintain the property|StrtDt:04-01-24|TotHrs/mon:2|TrdHrs/mon:0|OBA-96370|OrgNmn:Fetsch Sisters LLC|Org Addr:Muenster,Texas,US|OBA Nature:LLC |Invst Rel:Y|Title:Partner|Duties:As a partner my duty is to review the use of the land and make plans to best manage the ag production.|StrtDt:03-01-23|TotHrs/mon:1|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-01-10
S63 Uniform Securities Agent State Law Examination 2020-06-09
  • S66 Uniform Combined State Law Examination
    2022-01-10
  • S63 Uniform Securities Agent State Law Examination
    2020-06-09
Other Names
  • Kelly Fetsh
  • Kelly Marie Fetsch
  • Kelly Marie Fetsch
  • Kelly Marie Fetsch
  • Kelly Fetsch Hotovec
  • Kelly F Hotovec

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