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Thomas K Walke

Strategic Advisers LLC

Star, ID

Eagle, ID

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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 2025-08-19
ID RA APPROVED 2025-05-30
  • TX RA
    APPROVED_RES
    Since 2025-08-19
  • ID RA
    APPROVED
    Since 2025-05-30

Branch Locations

Star, ID • United States

79 E Eagles Gate Drive Suite 100, Eagle, ID 83616 • 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
Wells Fargo Bank Na Cumming GA 10/2013 02/2018
Wells Fargo Advisors Llc Cumming GA 11/2013 11/2016
Wells Fargo Clearing Services, Llc Cumming GA 11/2016 02/2018
U.S. Bancorp Investments, Inc. Idaho Falls ID 10/2018 09/2020
Key Bank Idaho Falls ID 03/2018 08/2018
First Interstate Bank Boise ID 10/2020 04/2025
Lpl Financial, Llc Biose ID 10/2020 04/2025
Fidelity Investments Boise ID 04/2025 Present
  • 10/2013 → 02/2018
    Wells Fargo Bank Na
    Cumming, GA
  • 11/2013 → 11/2016
    Wells Fargo Advisors Llc
    Cumming, GA
  • 11/2016 → 02/2018
    Wells Fargo Clearing Services, Llc
    Cumming, GA
  • 10/2018 → 09/2020
    U.S. Bancorp Investments, Inc.
    Idaho Falls, ID
  • 03/2018 → 08/2018
    Key Bank
    Idaho Falls, ID
  • 10/2020 → 04/2025
    First Interstate Bank
    Boise, ID
  • 10/2020 → 04/2025
    Lpl Financial, Llc
    Biose, ID
  • 04/2025 → Present
    Fidelity Investments
    Boise, ID
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2009-09-15
  • S66 Uniform Combined State Law Examination
    2009-09-15
Other Names
  • Thomas Kast Walke Jr.
  • Thomas Kast Walke
  • Thomas Kast Walke
  • Thomas Kast Walke

View on SEC IAPD

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