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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2025-06-03
IL RA APPROVED 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-06-03
  • IL RA
    APPROVED
    Since 2025-03-31

Branch Locations

South Elgin, IL • United States

1750 E Golf Road Suite 100, Schaumburg, IL 60173-5835 • 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
Edward Jones St Louis MO 09/2019 05/2022
Bmo Harris Bank Na Hoffman Estates IL 12/2016 09/2019
At&T Rockford IL 05/2011 12/2016
Fidelity Investments Deer Park IL 06/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 09/2019 → 05/2022
    St Louis, MO
  • 12/2016 → 09/2019
    Bmo Harris Bank Na
    Hoffman Estates, IL
  • 05/2011 → 12/2016
    At&T
    Rockford, IL
  • 06/2022 → Present
    Fidelity Investments
    Deer Park, IL
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-10-27 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Deer Park, IL
  • 2020-02-13 → 2022-06-10
    Hoffman Estates, IL
    St Louis, MO
    West Dundee, IL
    Carpentersville, IL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-02-12
  • S66 Uniform Combined State Law Examination
    2020-02-12

View on SEC IAPD

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