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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

2070 Broadway, New York, NY 10023-2802 • United States

New York, NY • 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
Fidelity Investments Westlake TX 07/2020 Present
Aimbridge Hospitality Plano TX 06/2019 08/2019
Kendra Scott Nashville TN 05/2017 01/2020
University Of Alabama Tuscaloosa AL 08/2016 06/2020
Shelton State Community College Tuscaloosa AL 06/2018 08/2018
Unemployed Nashville TN 05/2020 07/2020
Fidelity Investments Boston MA 03/2025 Present
  • 07/2020 → Present
    Fidelity Investments
    Westlake, TX
  • 06/2019 → 08/2019
    Aimbridge Hospitality
    Plano, TX
  • 05/2017 → 01/2020
    Kendra Scott
    Nashville, TN
  • 08/2016 → 06/2020
    University Of Alabama
    Tuscaloosa, AL
  • 06/2018 → 08/2018
    Shelton State Community College
    Tuscaloosa, AL
  • 05/2020 → 07/2020
    Unemployed
    Nashville, TN
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-02-02 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    New York, NY
Other Businesses

OBA-117856|OrgNmn:Depop|Org Addr:New York,New York,US|OBA Nature:Clothing resale marketplace|Invst Rel:N|Title:Seller|Duties:Post eligible items for resale on Depop marketplace/fulfill orders|StrtDt:|TotHrs/mon:2|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-01-30
S63 Uniform Securities Agent State Law Examination 2020-12-17
  • S66 Uniform Combined State Law Examination
    2023-01-30
  • S63 Uniform Securities Agent State Law Examination
    2020-12-17
Other Names
  • Marycate Walker

View on SEC IAPD

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