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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Arden Hills, MN • United States

8342 3Rd Street N, Oakdale, MN 55128-5439 • 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
The Next Step Inc. Minneapolis MN 12/2020 03/2021
Total Wine & More Roseville MN 06/2020 12/2020
State Farm Bloomington MN 05/2019 02/2020
City Of Arden Hills Arden Hills MN 06/2017 08/2017
Fidelity Investments Salt Lake City UT 09/2021 Present
Iowa State University Ames IA 08/2016 05/2020
Unemployed Minneapolis MN 03/2021 09/2021
Iowa State University Ames IA 04/2018 02/2020
Fidelity Investments Boston MA 03/2025 Present
  • 12/2020 → 03/2021
    The Next Step Inc.
    Minneapolis, MN
  • 06/2020 → 12/2020
    Total Wine & More
    Roseville, MN
  • 05/2019 → 02/2020
    State Farm
    Bloomington, MN
  • 06/2017 → 08/2017
    City Of Arden Hills
    Arden Hills, MN
  • 09/2021 → Present
    Fidelity Investments
    Salt Lake City, UT
  • 08/2016 → 05/2020
    Iowa State University
    Ames, IA
  • 03/2021 → 09/2021
    Unemployed
    Minneapolis, MN
  • 04/2018 → 02/2020
    Iowa State University
    Ames, IA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-05-03 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Salt Lake City, UT
    Oakdale, MN
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-03-29
  • S66 Uniform Combined State Law Examination
    2022-03-29

View on SEC IAPD

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