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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

11200 Nall Avenue, Overland Park, KS 66211-1233 • United States

Lawrence, KS • 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
Bbva Securities, Inc. Waco TX 07/2020 09/2021
Bbva Insurance Agency, Inc. Austin TX 11/2019 09/2021
Bbva Usa Birmingham AL 08/2019 09/2021
Unemployed Waco TX 05/2019 07/2019
Bbva Usa Waco TX 07/2017 04/2019
Truity Credit Union Lawrence KS 01/2016 06/2017
Bbva Wealth Solutions, Inc Waco TX 12/2020 09/2021
Ohio National Equity Sales Company Topeka KS 09/2021 12/2022
Ohio National Financial Services Cincinnati OH 09/2021 12/2022
Pizza Shuttle Lawrence KS 06/2022 12/2022
Fidelity Investments Overland Park KS 01/2023 Present
Fidelity Investments Boston MA 03/2025 Present
  • 07/2020 → 09/2021
    Bbva Securities, Inc.
    Waco, TX
  • 11/2019 → 09/2021
    Bbva Insurance Agency, Inc.
    Austin, TX
  • 08/2019 → 09/2021
    Bbva Usa
    Birmingham, AL
  • 05/2019 → 07/2019
    Unemployed
    Waco, TX
  • 07/2017 → 04/2019
    Bbva Usa
    Waco, TX
  • 01/2016 → 06/2017
    Truity Credit Union
    Lawrence, KS
  • 12/2020 → 09/2021
    Bbva Wealth Solutions, Inc
    Waco, TX
  • 09/2021 → 12/2022
    Ohio National Equity Sales Company
    Topeka, KS
  • 09/2021 → 12/2022
    Ohio National Financial Services
    Cincinnati, OH
  • 06/2022 → 12/2022
    Pizza Shuttle
    Lawrence, KS
  • 01/2023 → Present
    Fidelity Investments
    Overland Park, KS
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-01-24 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Overland Park, KS
  • 2021-10-04 → 2022-12-31
    Topeka, KS
  • 2020-12-01 → 2021-06-02
    Pnc Managed Account Solutions, Inc.
    Waco, TX
Other Businesses

OBA-131394|OrgNmn:Amazon Flex|Org Addr:Lawrence,Kansas,US|OBA Nature:Amazon Flex is a delivery serv|Invst Rel:N|Title:Independent Contractor|Duties:There are no set work hours. You can choose your hours and work whenever you choose. I will only deliver packages with Amazon Flex on the week|StrtDt:06-29-26|TotHrs/mon:12|TrdHrs/mon:0|OBA-131542|OrgNmn:DoorDash|Org Addr:Lawrence,Kansas,US|OBA Nature:DoorDash is a delivery service|Invst Rel:N|Title:Independent Contractor|Duties:Pick up food from restaurants with my personal vehicle and deliver it to the customer.|StrtDt:07-06-26|TotHrs/mon:20|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-11-28
  • S66 Uniform Combined State Law Examination
    2020-11-28
Other Names
  • Slayd Casey
  • Slayd Karson Casey

View on SEC IAPD

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