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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Chicago, IL • United States

One North Lasalle Street, Chicago, IL 60602-3902 • 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
Dicks Sporting Goods Gurnee IL 04/2018 08/2018
Dicks Sporting Goods Gurnee IL 05/2019 08/2019
Northwestern Mutual Vernon Hills/ Skokie IL 05/2021 07/2021
Fidelity Investments Chicago IL 06/2022 Present
Warren Township Highschool Gurnee IL 08/2014 05/2018
Beloit College Beloit WI 08/2018 05/2022
Fidelity Investments Boston MA 03/2025 Present
  • 04/2018 → 08/2018
    Dicks Sporting Goods
    Gurnee, IL
  • 05/2019 → 08/2019
    Dicks Sporting Goods
    Gurnee, IL
  • 05/2021 → 07/2021
    Northwestern Mutual
    Vernon Hills/ Skokie, IL
  • 06/2022 → Present
    Fidelity Investments
    Chicago, IL
  • 08/2014 → 05/2018
    Warren Township Highschool
    Gurnee, IL
  • 08/2018 → 05/2022
    Beloit College
    Beloit, WI
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-07-18 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Chicago, IL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-02-16
  • S66 Uniform Combined State Law Examination
    2023-02-16

View on SEC IAPD

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