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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-05-20
KS RA APPROVED 2025-10-29
  • TX RA
    APPROVED
    Since 2026-05-20
  • KS RA
    APPROVED
    Since 2025-10-29

Branch Locations

Overland Park, KS • United States

11200 Nall Avenue, Overland Park, KS 66211-1233 • 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
Precision Craft Kansas KS 05/2023 08/2023
Praire Park Dental Overland Park KS 05/2021 06/2025
Fidelity Investments Overland Park KS 06/2024 08/2024
Fidelity Investments Overland Park KS 06/2025 Present
Independent Mowing Overland Park KS 01/2015 08/2021
Kansas State Univer Manhattan KS 08/2021 05/2025
K-12 School Overland Park KS 01/2015 05/2021
Moving Company (A And G Enterprises) Kansas KS 05/2022 08/2022
  • 05/2023 → 08/2023
    Precision Craft
    Kansas, KS
  • 05/2021 → 06/2025
    Praire Park Dental
    Overland Park, KS
  • 06/2024 → 08/2024
    Fidelity Investments
    Overland Park, KS
  • 06/2025 → Present
    Fidelity Investments
    Overland Park, KS
  • 01/2015 → 08/2021
    Independent Mowing
    Overland Park, KS
  • 08/2021 → 05/2025
    Kansas State Univer
    Manhattan, KS
  • 01/2015 → 05/2021
    K-12 School
    Overland Park, KS
  • 05/2022 → 08/2022
    Moving Company (A And G Enterprises)
    Kansas, KS
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-10-10
  • S66 Uniform Combined State Law Examination
    2025-10-10

View on SEC IAPD

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