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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

8342 3Rd Street N, Oakdale, MN 55128-5439 • United States

Woodbury, MN • 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 Investments Oakdale MN 01/2012 Present
Fidelity Personal And Workplace Advisors Boston MA 07/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 01/2012 → Present
    Fidelity Investments
    Oakdale, MN
  • 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
    Oakdale, MN
    Woodbury, MN
  • 2013-12-10 → 2018-07-13
    Oakdale, MN
  • 2010-05-10 → 2012-01-18
    Golden Valley, MN
    St Louis, MO
    Edina, MN
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2009-08-25
  • S66 Uniform Combined State Law Examination
    2009-08-25
Designations

View on SEC IAPD

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