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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

20530 North Rand Road Suite 448, Deer Park, IL 60010-7233 • United States

Des Plaines, IL • 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
Jp Morgan Chase Bank, N.A. Palatine IL 06/2011 05/2017
Jp Morgan Securities, Llc Palatine IL 10/2012 05/2017
Jp Morgan Chase Bank, N.A. Mount Prospect IL 06/2017 01/2022
Fidelity Investments Highland Park IL 01/2022 Present
Jp Morgan Securities, Llc Mount Prospect IL 06/2017 01/2022
Fidelity Investments Boston MA 03/2025 Present
  • 06/2011 → 05/2017
    Jp Morgan Chase Bank, N.A.
    Palatine, IL
  • 10/2012 → 05/2017
    Palatine, IL
  • 06/2017 → 01/2022
    Jp Morgan Chase Bank, N.A.
    Mount Prospect, IL
  • 01/2022 → Present
    Fidelity Investments
    Highland Park, IL
  • 06/2017 → 01/2022
    Mount Prospect, IL
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-02-14 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Deer Park, IL
  • 2017-06-26 → 2022-01-12
    Park Ridge,, IL
    Chicago, IL
    Chicago, IL
    Palatine, IL
    Mt. Prospect, IL
    Buffalo Grove, IL
    Wheeling, IL
    Mount Prospect, IL
    Wheeling, IL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-06-23
S63 Uniform Securities Agent State Law Examination 2012-05-21
  • S66 Uniform Combined State Law Examination
    2017-06-23
  • S63 Uniform Securities Agent State Law Examination
    2012-05-21
Other Names
  • Mike David Parris
  • Michael David Parris

View on SEC IAPD

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