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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2025-05-05
OR RA APPROVED 2025-03-31
TX RA APPROVED_RES 2025-03-31
  • WA RA
    APPROVED
    Since 2025-05-05
  • OR RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

Vancouver, WA • United States

7493 Sw Bridgeport Road Bridgeport Village, Tigard, OR 97224-7207 • 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
Thrivent Investment Mangement Inc Lake Oswego OR 05/2016 06/2021
Thrivent Financial Appleton WI 06/2016 11/2016
Thrivent Financial Appleton WI 11/2016 06/2021
Fidelity Investments Tigard OR 06/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 05/2016 → 06/2021
    Thrivent Investment Mangement Inc
    Lake Oswego, OR
  • 06/2016 → 11/2016
    Thrivent Financial
    Appleton, WI
  • 11/2016 → 06/2021
    Thrivent Financial
    Appleton, WI
  • 06/2021 → Present
    Fidelity Investments
    Tigard, OR
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
Other Businesses

OBA-60610|OrgNmn:Militaria Sales and Appraisals|Org Addr:Vancouver,,Washington,US|OBA Nature:Buy, sell, trade and appraise |Invst Rel:N|Title:Sole Proprietor|Duties:Attend trade shows on weekends when applicable, attend film sites when applicable, and post listings on sites like eBay. |StrtDt:|TotHrs/mon:10|TrdHrs/mon:0|

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-03-31
S63 Uniform Securities Agent State Law Examination 2016-08-17
  • S65 Uniform Investment Adviser Law Examination
    2017-03-31
  • S63 Uniform Securities Agent State Law Examination
    2016-08-17
Other Names
  • Louis Theodore Miller
  • Louis Theodore Miller

View on SEC IAPD

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