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

Branch Locations

Lees Summit, MO • United States

11200 Nall Avenue, Overland Park, KS 66211-1233 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy Yes
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fidelity Brokerage Services Llc Westlake TX 01/2013 03/2018
Td Ameritrade Overland Park KS 04/2018 05/2020
Fidelity Brokerage Services Llc Overland Park KS 06/2020 Present
Fidelity Investments Boston MA 03/2025 Present
  • 01/2013 → 03/2018
    Fidelity Brokerage Services Llc
    Westlake, TX
  • 04/2018 → 05/2020
    Td Ameritrade
    Overland Park, KS
  • 06/2020 → Present
    Fidelity Brokerage Services Llc
    Overland Park, KS
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2020-06-23 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Overland Park, KS
  • 2018-04-12 → 2020-05-12
    Td Ameritrade, Inc.
    Overland Park, KS
  • 2018-04-12 → 2020-05-12
    Td Ameritrade Investment Management, Llc
    Overland Park, KS
  • 2015-08-26 → 2018-03-27
    Westlake, TX
Other Businesses

OBA-98850|OrgNmn:Self Publishing Author|Org Addr:Lees Summi,Missouri,US|OBA Nature:I will self-publish my writing|Invst Rel:N|Title:Author|Duties:Writing on my own time and liesure.|StrtDt:|TotHrs/mon:6|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-08-19
S63 Uniform Securities Agent State Law Examination 2015-06-01
  • S66 Uniform Combined State Law Examination
    2015-08-19
  • S63 Uniform Securities Agent State Law Examination
    2015-06-01
Other Names
  • Cameron B Simmons

View on SEC IAPD

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