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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

Gurnee, 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
Unemployed Chicago IL 06/2019 08/2019
Bankers Life And Casualty Rockford IL 05/2017 05/2019
Fidelity Investments Merrimack NH 02/2024 Present
Merrill Lynch, Pierce, Fenner & Smith Incorporated Northbrook IL 03/2021 03/2023
Northern Illinois University Dekalb IL 08/2013 12/2018
Bank Of America, N.A. Waukegan IL 09/2019 03/2021
Ben Moore Legacy Group Gurnee IL 03/2023 03/2024
Fidelity Investments Boston MA 03/2025 Present
  • 06/2019 → 08/2019
    Unemployed
    Chicago, IL
  • 05/2017 → 05/2019
    Bankers Life And Casualty
    Rockford, IL
  • 02/2024 → Present
    Fidelity Investments
    Merrimack, NH
  • 03/2021 → 03/2023
    Northbrook, IL
  • 08/2013 → 12/2018
    Northern Illinois University
    Dekalb, IL
  • 09/2019 → 03/2021
    Bank Of America, N.A.
    Waukegan, IL
  • 03/2023 → 03/2024
    Ben Moore Legacy Group
    Gurnee, IL
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-04-22 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Gurnee, IL
    Chicago, IL
  • 2021-01-05 → 2023-03-16
    Northbrook, IL
    Highland Park, IL
    Waukegan, IL
    Winnetka, IL
    New York, NY
    Northbrook, IL
    Skokie, IL
    Northbrook, IL
    Chicago, IL
    Northbrook, IL
    Arlington Heights, IL
    Northbrook, IL
    Northbrook, IL
    Chicago, IL
    Northbrook, IL
Other Businesses

OBA-111404|OrgNmn:Tim's Removal & Restoration LLC|Org Addr:Davenport,Iowa,US|OBA Nature:General Contractor- A Home Rem|Invst Rel:Y|Title:Partner|Duties:Organize contractor labor for home improvement jobs/bids- this is directly related to my family business, Ben Moore Legacy Group, where I'm al|StrtDt:07-19-24|TotHrs/mon:10|TrdHrs/mon:0|OBA-106983|OrgNmn:Ben Moore Legacy Group|Org Addr:Gurnee,Illinois,US|OBA Nature:We buy and rent out rental pro|Invst Rel:Y|Title:Partner|Duties:My role is to underwrite the deals we are considering for their potential return on investment. I review deals during the weekend and my broth|StrtDt:03-15-23|TotHrs/mon:12|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-12-26
  • S66 Uniform Combined State Law Examination
    2020-12-26
Other Names
  • Alexander M Summers

View on SEC IAPD

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