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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
KY RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • KY RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

Lakeside Park, KY • United States

100 Crosby Pkwy, Covington, KY 41015-4325 • 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
Cetera Advisors Llc Denver CO 01/2012 12/2017
Merrill Lynch, Pierce, Fenner & Smith Incorporated Ogden UT 12/2017 01/2021
Fidelity Investments Covington KY 02/2021 Present
Rains Purinton Babcock Wealth Management Overlandpark KS 03/2012 08/2017
Fidelity Investments Boston MA 03/2025 Present
  • 01/2012 → 12/2017
    Cetera Advisors Llc
    Denver, CO
  • 12/2017 → 01/2021
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Ogden, UT
  • 02/2021 → Present
    Fidelity Investments
    Covington, KY
  • 03/2012 → 08/2017
    Rains Purinton Babcock Wealth Management
    Overlandpark, KS
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-12-07 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Covington, KY
  • 2003-01-14 → 2010-06-14
    Woodmere Village, OH
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-12-05
S63 Uniform Securities Agent State Law Examination 1993-10-05
  • S66 Uniform Combined State Law Examination
    2022-12-05
  • S63 Uniform Securities Agent State Law Examination
    1993-10-05
Other Names
  • Lynn E Kistler
  • Lynn Emerson Kistler
  • Lynn E Havasi
  • Lynn Havasi
  • Lynn Emerson Havasi

View on SEC IAPD

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