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

Branch Locations

1524 S. Lindbergh Boulevard, St. Louis, MO 63131-3513 • United States

Eureka, 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
Upci Weldon Spring MO 07/2015 02/2019
Td Ameritrade Saint Louis MO 02/2019 08/2019
Upci Weldon Spring MO 09/2019 07/2020
Matthew Collier Saint Louis MO 07/2020 09/2020
Matthew Collier Saint Louis MO 09/2020 09/2021
Northwestern Mutual Investment Services Llc Saint Louis MO 09/2020 09/2021
Brian Lavalle Chesterfield MO 11/2020 09/2021
Northwestern Mutual Wealth Management Company Milwaukee WI 12/2020 09/2021
Fidelity Investments Salt Lake City UT 09/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 07/2015 → 02/2019
    Upci
    Weldon Spring, MO
  • 02/2019 → 08/2019
    Td Ameritrade
    Saint Louis, MO
  • 09/2019 → 07/2020
    Upci
    Weldon Spring, MO
  • 07/2020 → 09/2020
    Matthew Collier
    Saint Louis, MO
  • 09/2020 → 09/2021
    Matthew Collier
    Saint Louis, MO
  • 09/2020 → 09/2021
    Northwestern Mutual Investment Services Llc
    Saint Louis, MO
  • 11/2020 → 09/2021
    Brian Lavalle
    Chesterfield, MO
  • 12/2020 → 09/2021
    Northwestern Mutual Wealth Management Company
    Milwaukee, WI
  • 09/2021 → Present
    Fidelity Investments
    Salt Lake City, UT
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-12-22 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Fenton, MO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-12-13
S63 Uniform Securities Agent State Law Examination 2019-04-25
  • S66 Uniform Combined State Law Examination
    2021-12-13
  • S63 Uniform Securities Agent State Law Examination
    2019-04-25
Designations
Other Names
  • Mark Damron
  • Timothy Mark Damron
  • Timothy M Damron
  • Mark Damron

View on SEC IAPD

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