Best Investors Account Sign in
Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

16090 Swingley Ridge Rd Suite 100 - 300, Chesterfield, MO 63017-2064 • United States

Saint Charles, MO • 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
Scottrade Saint Louis MO 04/2016 02/2018
Td Ameritrade, Inc. O'FAllon MO 02/2018 01/2021
Td Ameritrade Investment Management, Llc Omaha NE 02/2018 01/2021
Larson Financial Securities, Llc Chesterfield MO 01/2021 01/2023
Larson Financial Group, Llc Chesterfield MO 01/2021 01/2023
Fidelity Invesmtnets Chesterfield MO 01/2023 Present
Fidelity Investments Boston MA 03/2025 Present
  • 04/2016 → 02/2018
    Scottrade
    Saint Louis, MO
  • 02/2018 → 01/2021
    Td Ameritrade, Inc.
    O'FAllon, MO
  • 02/2018 → 01/2021
    Td Ameritrade Investment Management, Llc
    Omaha, NE
  • 01/2021 → 01/2023
    Larson Financial Securities, Llc
    Chesterfield, MO
  • 01/2021 → 01/2023
    Chesterfield, MO
  • 01/2023 → Present
    Fidelity Invesmtnets
    Chesterfield, MO
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-01-31 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Chesterfield, MO
  • 2021-01-14 → 2023-01-03
    Saint Louis, MO
    Chesterfield, MO
    Chesterfield, MO
  • 2018-02-27 → 2021-01-11
    Td Ameritrade, Inc.
    O'FAllon, MO
    Chesterfield, MO
  • 2018-02-26 → 2020-12-31
    Td Ameritrade Investment Management, Llc
    Omaha, NE
    O'FAllon, MO
  • 2017-04-27 → 2018-02-26
    Scottrade Investment Management
    Saint Louis, MO
  • 2014-08-04 → 2016-04-18
    St. Louis, MO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-02-13
S63 Uniform Securities Agent State Law Examination 2014-05-23
  • S66 Uniform Combined State Law Examination
    2017-02-13
  • S63 Uniform Securities Agent State Law Examination
    2014-05-23
Designations

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Chesterfield, MO

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor