Best Investors Account Sign in

Derek Mccubbins

Strategic Advisers LLC

Knoxville, TN

Farragut, TN

Claim This Profile
Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

11513 Parkside Drive, Knoxville, TN 37934-1976 • United States

Farragut, TN • 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
The Church Of Jesus Christ Of Latter Day Saints St. Louis MO 08/2015 08/2017
Vivint Logan UT 10/2017 07/2018
Distinctive Landscaping Logan UT 06/2018 08/2018
Utah State University Logan UT 08/2017 12/2019
Family First Life Salt Lake City UT 08/2019 06/2020
Fidelity Investments American Fork UT 06/2020 Present
2M Contract Development Llc Tooele UT 05/2020 05/2020
Fidelity Investments Boston MA 03/2025 Present
  • 08/2015 → 08/2017
    The Church Of Jesus Christ Of Latter Day Saints
    St. Louis, MO
  • 10/2017 → 07/2018
    Vivint
    Logan, UT
  • 06/2018 → 08/2018
    Distinctive Landscaping
    Logan, UT
  • 08/2017 → 12/2019
    Utah State University
    Logan, UT
  • 08/2019 → 06/2020
    Family First Life
    Salt Lake City, UT
  • 06/2020 → Present
    Fidelity Investments
    American Fork, UT
  • 05/2020 → 05/2020
    2M Contract Development Llc
    Tooele, UT
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-09-08 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Knoxville, TN
    Concord, TN
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-04-14
S63 Uniform Securities Agent State Law Examination 2020-10-12
  • S65 Uniform Investment Adviser Law Examination
    2023-04-14
  • S63 Uniform Securities Agent State Law Examination
    2020-10-12
Other Names
  • Derek Lance Mccubbins
  • Derek Mccubbins

View on SEC IAPD

Other Firms

RAYMOND JAMES & ASSOCIATES, INC.
EDWARD JONES
FIFTH THIRD SECURITIES, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
TRUIST ADVISORY SERVICES, INC.
PFS INVESTMENTS INC.
SAGESPRING WEALTH PARTNERS
LPL FINANCIAL LLC

Other Investors

WILLIAM HANKINS
JAMES COFFEY
GARY J MORRIS
WILLIAM MICHAEL HOTZFIELD
HUNTER NICHOLSON
ROBERT SASS
JONATHAN LOVE
HUNTER ROCK

Other Offices

RAYMOND JAMES & ASSOCIATES, INC. · KNOXVILLE, TN
EDWARD JONES · FARRAGUT, TN
FIFTH THIRD SECURITIES, INC. · KNOXVILLE, TN
STATE FARM INVESTMENT MANAGEMENT CORP. · Farragut, TN
TRUIST ADVISORY SERVICES, INC. · KNOXVILLE, TN
PFS INVESTMENTS INC. · KNOXVILLE, TN
EDWARD JONES · KNOXVILLE, TN
EDWARD JONES · FARRAGUT, TN

More in Knoxville, TN

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor