Best Investors Account Sign in
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 2025-03-31
  • KS RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

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

Overland Park, KS • 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
Merrill Lynch, Pierce, Fenner & Smith Incorporated Leawood KS 07/2014 11/2021
Bank Of America, N.A. Leawood KS 05/2015 11/2021
U.S. Bancorp Investments, Inc. Overland Park KS 11/2021 11/2022
Fidelity Investmens Overland Park KS 12/2022 Present
Fidelity Investments Boston MA 03/2025 Present
Previous Registrations
  • 2023-02-21 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Overland Park, KS
  • 2021-12-01 → 2022-11-30
    Overland Park, KS
    Overland Park, KS
    Kansas City, MO
    Independence, MO
    Merriam, KS
    Bonner Springs, KS
    Overland Park, KS
  • 2015-01-02 → 2021-11-30
    Kansas City, MO
    Kansas City, MO
    Leawood, KS
    Kansas City, MO
    Lees Summit, MO
    Kansas City, MO
    Lees Summit, MO
    Lees Summit, MO
    Lees Summit, MO
    Clayton, MO
    Kansas City, MO
    Lees Summit, MO
    Lees Summit, MO
    Lees Summit, MO
    Lees Summit, MO
    Kansas City, MO
    Kansas City, MO
    Kansas City, MO
    Shawnee, KS
    Shawnee, KS
    Olathe, KS
Other Businesses

OBA-96125|OrgNmn:Hoy Cigar Company|Org Addr:Overland P,Kansas,US|OBA Nature:Retail sales of premium cigars|Invst Rel:N|Title:Sole Proprietor|Duties:Package and ship premium cigars and accessories to customers, order inventory when needed|StrtDt:|TotHrs/mon:10|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-12-18
  • S66 Uniform Combined State Law Examination
    2014-12-18
Other Names
  • Thomas S Hoy
  • Thomas Hoy

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Overland Park, KS

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor