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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-02-18
MN RA APPROVED 2026-01-05
  • TX RA
    APPROVED
    Since 2026-02-18
  • MN RA
    APPROVED
    Since 2026-01-05

Branch Locations

7740 France Ave South, Edina, MN 55435-5847 • United States

Minneapolis, MN • 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 -Minneapolis MN 10/2020 09/2021
Modern Point Acupuncture Maple Grove MN 09/2022 02/2023
Fidelity Investments Edina MN 06/2025 Present
David Holt Minneapolis MN 09/2021 12/2022
Self-Employed - Pause Acupuncture Minneapolis MN 06/2016 10/2020
Kara Yorkhall Minneapolis MN 10/2017 07/2019
Self Employed - Pause Acupuncture / Mother Medicine Minneapolis MN 01/2020 06/2025
  • 10/2020 → 09/2021
    -Unemployed
    -Minneapolis, MN
  • 09/2022 → 02/2023
    Modern Point Acupuncture
    Maple Grove, MN
  • 06/2025 → Present
    Fidelity Investments
    Edina, MN
  • 09/2021 → 12/2022
    David Holt
    Minneapolis, MN
  • 06/2016 → 10/2020
    Self-Employed - Pause Acupuncture
    Minneapolis, MN
  • 10/2017 → 07/2019
    Kara Yorkhall
    Minneapolis, MN
  • 01/2020 → 06/2025
    Self Employed - Pause Acupuncture / Mother Medicine
    Minneapolis, MN
Other Businesses

OBA-120212|OrgNmn:Mother Medicine|Org Addr:Minneapoli,Minnesota,US|OBA Nature:Postpartum and Acupuncture Hom|Invst Rel:N|Title:Sole Proprietor|Duties:Until I retain licensure, I do not plan to participate in the business at all, but after licensure is attained I will consider very minimal co|StrtDt:|TotHrs/mon:0.5|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-11-29
  • S66 Uniform Combined State Law Examination
    2025-11-29

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