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David Kenneth Allen

Strategic Advisers LLC

Las Vegas, NV

Henderson, NV

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Las Vegas, NV • United States

2225 Village Walk Drive Shops At Green Valley Ranch Ste 199, Henderson, NV 89052-5680 • 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
Intertek Group Plc Windham NH 04/2015 11/2017
Service Credit Union Concord NH 12/2017 01/2019
Fidelity Brokerage Services, Llc. Merrimack NH 03/2019 Present
Fidelity Investments Boston MA 03/2025 Present
  • 04/2015 → 11/2017
    Intertek Group Plc
    Windham, NH
  • 12/2017 → 01/2019
    Service Credit Union
    Concord, NH
  • 03/2019 → Present
    Fidelity Brokerage Services, Llc.
    Merrimack, NH
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2019-06-27 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Merrimack, NH
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-06-24
  • S66 Uniform Combined State Law Examination
    2019-06-24
Other Names
  • David Kenneth Allen
  • David Allen

View on SEC IAPD

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