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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Eagle, 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
Fidelity Brokerage Services, Inc. Salt Lake City UT 08/1999 Present
Fidelity Personal And Workplace Advisors Boston MA 07/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 08/1999 → Present
    Fidelity Brokerage Services, Inc.
    Salt Lake City, UT
  • 07/2018 → Present
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2018-07-13 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Boston, MA
    Eagle, ID
    Boise, ID
  • 2005-05-04 → 2018-07-13
    Boise, ID
    Salt Lake City, UT
  • 2005-06-16 → 2007-03-28
    Fidelity Personal Trust Company, Fsb
    Salt Lake City, UT
Other Businesses

OBA-16203|OrgNmn:Freedom Outfitters|Org Addr:Eagle,Idaho,US|OBA Nature:Retail sales - Clothing, hats,|Invst Rel:N|Title:President/Owner|Duties:Create, design products. Hire staff. Oversee production and distribution.|StrtDt:08-18-20|TotHrs/mon:30|TrdHrs/mon:0|OBA-93019|OrgNmn:The Sticker Shack Inc|Org Addr:Eagle,Idaho,US|OBA Nature:Creating, selling, delivering |Invst Rel:N|Title:Support Staff|Duties:Mainly minimal support, as my wife will own and operate this business primarily on her own|StrtDt:|TotHrs/mon:1|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2005-04-28
S63 Uniform Securities Agent State Law Examination 2000-05-11
  • S66 Uniform Combined State Law Examination
    2005-04-28
  • S63 Uniform Securities Agent State Law Examination
    2000-05-11

View on SEC IAPD

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