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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
MO RA APPROVED 2025-03-31
TX RA APPROVED_RES 2025-03-31
  • MO RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

16090 Swingley Ridge Rd Suite 100 - 300, Chesterfield, MO 63017-2064 • United States

Kirkwood, MO • 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
Massmutual Life Insurance Co Chestefield MO 09/2020 06/2024
Mml Investors Services, Llc Chesterfield MO 06/2021 06/2024
The Edge Belleville IL 12/2014 12/2020
Blue Steel Volleyball Club Belleville IL 10/2020 07/2024
Arbonne International Belleville IL 10/2019 07/2024
Graceland University Lamoni IL 06/2016 12/2019
Graceland University Lamoni IL 08/2017 05/2020
Fidelity Investments Chesterfield MO 07/2024 Present
Fidelity Investments Boston MA 03/2025 Present
  • 09/2020 → 06/2024
    Massmutual Life Insurance Co
    Chestefield, MO
  • 06/2021 → 06/2024
    Chesterfield, MO
  • 12/2014 → 12/2020
    The Edge
    Belleville, IL
  • 10/2020 → 07/2024
    Blue Steel Volleyball Club
    Belleville, IL
  • 10/2019 → 07/2024
    Arbonne International
    Belleville, IL
  • 06/2016 → 12/2019
    Graceland University
    Lamoni, IL
  • 08/2017 → 05/2020
    Graceland University
    Lamoni, IL
  • 07/2024 → Present
    Fidelity Investments
    Chesterfield, MO
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-07-30 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Chesterfield, MO
  • 2022-01-13 → 2024-06-13
    Chesterfield, MO
    St. Louis, MO
Other Businesses

OBA-110824|OrgNmn:Blue Steel Volleyball Club|Org Addr:O'Fallon ,Illinois,US|OBA Nature:Volleyball club |Invst Rel:N|Title:Head Coach |Duties:Head coach of one of the teams. Run practices and intruct/lead team|StrtDt:11-11-20|TotHrs/mon:20|TrdHrs/mon:0|OBA-110825|OrgNmn:Arbonne International |Org Addr:Irvine ,California,US|OBA Nature:Arbonne International, LLC, kn|Invst Rel:N|Title:Independent consultant |Duties:sell Arbonne's products |StrtDt:09-19-19|TotHrs/mon:2|TrdHrs/mon:0|OBA-110886|OrgNmn:New Direction LLC|Org Addr:Belleville,Illinois,US|OBA Nature:Credit Card and transaction pr|Invst Rel:N|Title:Sales Representative |Duties:Meet owners, scheule meetings, and build proposals |StrtDt:01-01-24|TotHrs/mon:1|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-01-03
  • S66 Uniform Combined State Law Examination
    2022-01-03
Designations

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