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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

Edina, MN • United States

Edina, MN • United States

7740 France Ave South, Edina, MN 55435-5847 • 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 Edina MN 07/2011 Present
Fidelity Personal And Workplace Advisors Boston MA 07/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 07/2011 → Present
    Fidelity Investments
    Edina, 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
    Edina, MN
    Edina, MN
  • 2013-12-17 → 2018-07-13
    Edina, MN
Other Businesses

OBA-2976|OrgNmn:Historic Housing Foundation|Org Addr:Minneapoli,Minnesota,US|OBA Nature:restoring a fraternity house|Invst Rel:N|Title:Director|Duties:organize fundraisers|StrtDt:04-05-12|TotHrs/mon:2|TrdHrs/mon:0|

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2011-09-29
S65 Uniform Investment Adviser Law Examination 2011-05-16
  • S63 Uniform Securities Agent State Law Examination
    2011-09-29
  • S65 Uniform Investment Adviser Law Examination
    2011-05-16
Designations
Other Names
  • Thomas Wayne Tarr

View on SEC IAPD

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