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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Justin, TX • United States

6731 N Macarthur Blvd Ste 100, Irving, TX 75039-2403 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal Yes
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Questar Capital Corporation Minneapolis MN 07/2013 05/2018
Questar Asset Management Minneapolis MN 07/2013 05/2018
Fidelity Brokerage Services Llc Irving TX 05/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 07/2013 → 05/2018
    Questar Capital Corporation
    Minneapolis, MN
  • 07/2013 → 05/2018
    Questar Asset Management
    Minneapolis, MN
  • 05/2018 → Present
    Fidelity Brokerage Services Llc
    Irving, TX
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2018-07-15 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Irving, TX
  • 2018-06-20 → 2018-07-13
    Irving, TX
  • 2013-07-23 → 2018-05-15
    Questar Asset Management, Inc.
    Minneapolis, MN
    Roanoke, TX
  • 2011-07-05 → 2013-07-22
    Athens, TX
    Athens, TX
    Blooming Grove, TX
    Canton, TX
    Carthage, TX
    Corsicana, TX
    Crockett, TX
    Eustace, TX
    Grapeland, TX
    Gun Barrel City, TX
    Jacksonville, TX
    Kerens, TX
    Longview, TX
    Mt. Vernon, TX
    Palestine, TX
    Rusk, TX
    Seven Points, TX
    Teague, TX
    Tyler, TX
    Tyler, TX
    Winnsboro, TX
  • 2009-03-11 → 2011-07-05
    Uvest Financial Services Group, Inc.
    Athens, TX
    Charlotte, NC
    Tyler, TX
    Gun Barrel City, TX
    Palestine, TX
    Athens, TX
  • 2007-03-02 → 2009-03-13
    Wills Point, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-01-30
S63 Uniform Securities Agent State Law Examination 2000-05-15
  • S66 Uniform Combined State Law Examination
    2007-01-30
  • S63 Uniform Securities Agent State Law Examination
    2000-05-15
Other Names
  • Kristi Lynn Williams
  • Kristi Tomlinson
  • Kristi Lynn Tomlinson

View on SEC IAPD

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