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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Palm Coast, FL • United States

4601 Touchton Rd East, Bldg 400, Jacksonville, FL 32246-4484 • 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
State Of Kansas Legislator Topeka KS 01/2007 01/2017
Waddell & Reed, Inc Newton KS 06/2015 12/2016
Various Insurance Carriers For W&R Insurance Agencies Newton KS 12/2015 12/2016
Edward Jones St.LOuis MO 04/2018 04/2020
Suntrust Bank Palm Coast FL 08/2017 04/2018
Unemployed N/A FL 02/2017 07/2017
Fidelity Brokerage Services Llc Jacksonville FL 04/2020 Present
Fidelity Investments Boston MA 03/2025 Present
  • 01/2007 → 01/2017
    State Of Kansas Legislator
    Topeka, KS
  • 06/2015 → 12/2016
    Waddell & Reed, Inc
    Newton, KS
  • 12/2015 → 12/2016
    Various Insurance Carriers For W&R Insurance Agencies
    Newton, KS
  • 04/2018 → 04/2020
    St.LOuis, MO
  • 08/2017 → 04/2018
    Suntrust Bank
    Palm Coast, FL
  • 02/2017 → 07/2017
    Unemployed
    N/A, FL
  • 04/2020 → Present
    Fidelity Brokerage Services Llc
    Jacksonville, FL
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2020-05-13 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Jacksonville, FL
  • 2018-04-30 → 2020-03-03
    Ormond Beach, FL
  • 2015-10-02 → 2016-12-31
    Waddell & Reed
    Wichita, KS
    Newton, KS
    Hutchinson, KS
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-10-02
  • S66 Uniform Combined State Law Examination
    2015-10-02
Other Names
  • Marc C Rhoades
  • Marc Rhoades

View on SEC IAPD

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