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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-05-07
TX RA APPROVED 2025-03-31
  • FL RA
    APPROVED
    Since 2026-05-07
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

Lakewood Ranch, FL • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
J.P. Morgan Securities Llc Brandenton FL 10/2012 03/2019
Merrill Lynch, Pierce, Fenner & Smith Incorporated Bradenton FL 03/2019 07/2022
Bank Of America, N.A. Bradenton FL 04/2019 07/2022
Fidelity Investments Salt Lake City UT 07/2022 Present
Fidelity Investments Boston MA 03/2025 Present
Previous Registrations
  • 2022-11-04 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Lakewood Ranch, FL
    Ann Arbor, MI
    Farmington Hills, MI
  • 2019-03-22 → 2022-07-08
    Lakewood Ranch, FL
  • 2012-10-01 → 2019-03-20
    Sarasota, FL
    Sarasota, FL
    Bradenton, FL
    Bradenton, FL
    Sarasota, FL
    Sarasota, FL
    Sarasota, FL
  • 2011-09-19 → 2012-10-01
    Chase Investment Services Corp.
    Sarasota, FL
    Bradenton, FL
    Bradenton, FL
    Brandenton, FL
    Bradenton, FL
    Sarasota, FL
    Venice, FL
    Venice, FL
    Sarasota, FL
    Sarasota, FL
  • 2010-01-19 → 2011-08-30
    Usaa Financial Planning Services
    Tampa, FL
  • 2007-12-06 → 2009-07-23
    Chase Investment Services Corp.
    Ann Arbor, MI
    Ypsilanti, MI
    Wayne, MI
    Romulus, MI
Other Businesses

OBA-102489|OrgNmn:Parker Media Group LLC|Org Addr:Lakewood R,Florida,US|OBA Nature:LLC that will house book, film|Invst Rel:N|Title:Sole Proprietor|Duties:Mgr and content creator. writing and producing content for publication |StrtDt:09-16-23|TotHrs/mon:8|TrdHrs/mon:0|

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2007-12-03
S63 Uniform Securities Agent State Law Examination 2005-10-03
  • S65 Uniform Investment Adviser Law Examination
    2007-12-03
  • S63 Uniform Securities Agent State Law Examination
    2005-10-03
Other Names
  • Timothy L Parker

View on SEC IAPD

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