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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

Algonquin, 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
Fidelity Brokerage Services, Llc Covington KY 05/2012 Present
Fidelity Personal And Workplace Advisors Boston MA 07/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 05/2012 → Present
    Fidelity Brokerage Services, Llc
    Covington, KY
  • 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
    Algonquin, IL
    Deer Park, IL
  • 2016-04-15 → 2018-07-13
    Highland Park, IL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-03-18
S63 Uniform Securities Agent State Law Examination 2012-08-20
  • S65 Uniform Investment Adviser Law Examination
    2016-03-18
  • S63 Uniform Securities Agent State Law Examination
    2012-08-20
Other Names
  • Janine Therese Miles

View on SEC IAPD

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