Best Investors Account Sign in

Brenda Kay Milner

Strategic Advisers LLC

Johnsonville, IL

Claim This Profile
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

Johnsonville, IL • 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 Brokerage Services Llc Weslake TX 06/2019 Present
Allegiance Title Company Coppell TX 06/2018 05/2019
Bk Consulting Lewisville TX 01/2018 06/2018
Connectedmined Dallas TX 03/2019 03/2019
Unemployed Lewisville TX 04/2017 12/2017
Mdm Energy, Inc Addison TX 03/2010 04/2017
Premier Designs, Inc. Irving TX 09/2018 06/2019
Young Living Grapevine TX 05/2015 06/2019
Fidelity Investments Boston MA 03/2025 Present
  • 06/2019 → Present
    Fidelity Brokerage Services Llc
    Weslake, TX
  • 06/2018 → 05/2019
    Allegiance Title Company
    Coppell, TX
  • 01/2018 → 06/2018
    Bk Consulting
    Lewisville, TX
  • 03/2019 → 03/2019
    Connectedmined
    Dallas, TX
  • 04/2017 → 12/2017
    Unemployed
    Lewisville, TX
  • 03/2010 → 04/2017
    Mdm Energy, Inc
    Addison, TX
  • 09/2018 → 06/2019
    Premier Designs, Inc.
    Irving, TX
  • 05/2015 → 06/2019
    Young Living
    Grapevine, TX
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2020-02-11 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Westlake, TX
    Johnsonville, IL
Other Businesses

OBA-13029|OrgNmn:Young Living|Org Addr:Johnsonvil,Illinois,US|OBA Nature:Essential Oils/ Wellness|Invst Rel:N|Title:Representative|Duties:I'm able to sell products, however I just purchase for my self use.|StrtDt:03-01-15|TotHrs/mon:1|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-10-21
  • S66 Uniform Combined State Law Examination
    2019-10-21
Other Names
  • Brenda Kay Ellis
  • Brenda Kay Milner
  • Brenda K Milner

View on SEC IAPD

Other Firms

FIDELITY INSTITUTIONAL WEALTH ADVISER LLC
EDWARD JONES
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
LPL FINANCIAL LLC
ADVISOR RESOURCE COUNCIL
CHARLES SCHWAB & CO., INC.
SCHWAB WEALTH ADVISORY, INC.
CHARLES SCHWAB INVESTMENT MANAGEMENT, INC

Other Investors

MATTHEW R MCMANUS
VICTOR MURDAUGH WHITE
JACOB BRANDON KINNARD
RYAN WILLEY
MICHAEL D FRANTZ
JACOB W RANKIN
EDWARD WHALEN
BRANDON JAMES GOODWIN

Other Offices

STRATEGIC ADVISERS LLC · WESTLAKE, TX
FIDELITY INSTITUTIONAL WEALTH ADVISER LLC · WESTLAKE, TX
EDWARD JONES · Westlake, TX
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Trophy Club, TX
LPL FINANCIAL LLC · TROPHY CLUB, TX
ADVISOR RESOURCE COUNCIL · Trophy Club, TX
EDWARD JONES · TROPHY CLUB, TX
CHARLES SCHWAB & CO., INC. · Westlake, TX

More in Johnsonville, IL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor