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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 2025-05-29
WA RA APPROVED 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-05-29
  • WA RA
    APPROVED
    Since 2025-03-31

Branch Locations

Bellevue, WA • United States

7425 166Th Avenue Ne Suite C137, Redmond, WA 98052-7849 • 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
Td Ameritrade Draper UT 10/2016 06/2017
Td Ameritrade Bellevue WA 07/2017 01/2024
Charles Schwab & Co., Inc. Lynwood WA 06/2022 01/2024
Charles Schwab Bank, Ssb Lynwood WA 06/2022 01/2024
Fidelity Investments Redmond WA 06/2024 Present
Td Ameritrade/Schwa Draper UT 10/2016 01/2024
Td Ameritrade Bellevue WA 07/2017 05/2022
Charles Schwab Bank, Ssb Lynwood WA 06/2022 01/2024
Charles Schwab & Co., Inc. Lynwood WA 06/2022 01/2024
Unemployed Bellevue WA 02/2024 05/2024
Ice Barn Kaysville UT 05/2016 09/2016
Fidelity Investments Boston MA 03/2025 Present
  • 10/2016 → 06/2017
    Td Ameritrade
    Draper, UT
  • 07/2017 → 01/2024
    Td Ameritrade
    Bellevue, WA
  • 06/2022 → 01/2024
    Lynwood, WA
  • 06/2022 → 01/2024
    Charles Schwab Bank, Ssb
    Lynwood, WA
  • 06/2024 → Present
    Fidelity Investments
    Redmond, WA
  • 10/2016 → 01/2024
    Td Ameritrade/Schwa
    Draper, UT
  • 07/2017 → 05/2022
    Td Ameritrade
    Bellevue, WA
  • 06/2022 → 01/2024
    Charles Schwab Bank, Ssb
    Lynwood, WA
  • 06/2022 → 01/2024
    Lynwood, WA
  • 02/2024 → 05/2024
    Unemployed
    Bellevue, WA
  • 05/2016 → 09/2016
    Ice Barn
    Kaysville, UT
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-07-22 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Redmond, WA
  • 2022-01-25 → 2024-01-09
    Redmond, WA
    Bellevue, WA
    Lynnwood, WA
    San Francisco, CA
    Bellevue, WA
    Westlake, TX
    Farmington, UT
    Lynnwood, WA
  • 2017-07-17 → 2023-09-07
    Td Ameritrade Investment Management, Llc
    Bellevue, WA
    Lynnwood, WA
  • 2017-07-17 → 2022-10-14
    Td Ameritrade, Inc.
    Bellevue, WA
    Lynnwood, WA
  • 2016-10-20 → 2017-06-21
    Td Ameritrade, Inc.
    Draper, UT
    Draper, UT
    Omaha, NE
  • 2016-10-20 → 2017-06-21
    Td Ameritrade Investment Management, Llc
    Draper, UT
  • 2012-07-18 → 2015-10-01
    Tacoma, WA
    Bellevue, WA
  • 2011-01-19 → 2012-06-27
    Salt Lake City, UT
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-01-13
S63 Uniform Securities Agent State Law Examination 1993-10-07
  • S66 Uniform Combined State Law Examination
    2011-01-13
  • S63 Uniform Securities Agent State Law Examination
    1993-10-07
Other Names
  • Paul Lamar Shirley
  • Paul L Shirley
  • Paul Shirley

View on SEC IAPD

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