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Lance Andrew Turpin

Strategic Advisers LLC

Leawood, KS

Overland Park, KS

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
KS RA APPROVED 2025-03-31
TX RA APPROVED_RES 2025-03-31
  • KS RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

Leawood, 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
Turpin Trading Llc Leawood KS 06/2014 09/2019
Fidelity Brokerage Services Llc Overland Park KS 10/2019 Present
Fidelity Investments Boston MA 03/2025 Present
  • 06/2014 → 09/2019
    Turpin Trading Llc
    Leawood, KS
  • 10/2019 → Present
    Fidelity Brokerage Services Llc
    Overland Park, KS
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2020-03-27 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Overland Park, KS
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-01-29
S63 Uniform Securities Agent State Law Examination 1994-04-11
  • S66 Uniform Combined State Law Examination
    2020-01-29
  • S63 Uniform Securities Agent State Law Examination
    1994-04-11

View on SEC IAPD

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