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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Tempe, AZ • 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
Northwestern Mutual Life Insurance Company Milwaukee WI 03/2016 09/2018
Northwestern Mutual Investment Services Llc Phoenix AZ 03/2016 09/2018
Northwestern Mutual Wealth Management Company Milwaukee WI 08/2016 09/2018
Fidelity Brokerage Services Llc Scottsdale AZ 08/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 03/2016 → 09/2018
    Northwestern Mutual Life Insurance Company
    Milwaukee, WI
  • 03/2016 → 09/2018
    Northwestern Mutual Investment Services Llc
    Phoenix, AZ
  • 08/2016 → 09/2018
    Northwestern Mutual Wealth Management Company
    Milwaukee, WI
  • 08/2018 → Present
    Fidelity Brokerage Services Llc
    Scottsdale, AZ
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2020-02-14 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Scottsdale, AZ
Other Businesses

OBA-133220|OrgNmn:Venus Girl Party|Org Addr:Phoenix,Arizona,US|OBA Nature:Nightlife and community events|Invst Rel:N|Title:Independent Contractor|Duties:djing|StrtDt:09-10-19|TotHrs/mon:0.01|TrdHrs/mon:0|OBA-11074|OrgNmn:Miss DJ MJ, LLC|Org Addr:Phoenix,Arizona,US|OBA Nature:Djing / Promotion / Services R|Invst Rel:N|Title:Owner|Duties:Events|StrtDt:08-31-18|TotHrs/mon:10|TrdHrs/mon:0|OBA-109832|OrgNmn:Crystal Aunties, LLC|Org Addr:Tempe,Arizona,US|OBA Nature:LLC - selling merchandise - ge|Invst Rel:N|Title:Partner|Duties:marketing, shipping, |StrtDt:06-04-24|TotHrs/mon:5|TrdHrs/mon:0|

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-02-04
S63 Uniform Securities Agent State Law Examination 2016-04-01
  • S65 Uniform Investment Adviser Law Examination
    2020-02-04
  • S63 Uniform Securities Agent State Law Examination
    2016-04-01
Other Names
  • Marla Young
  • Miss Dj Mj Young
  • Marla N Young

View on SEC IAPD

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