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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

11513 Parkside Drive, Knoxville, TN 37934-1976 • United States

Corryton, TN • 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
Ubs Financial Services Knoxville TN 06/2022 04/2024
Lamon Jewelers Knoxville TN 10/2016 05/2022
Student At University Of Tennessee Knoxville Knoxville TN 12/2015 10/2016
Fidelity Investments Knoxville TN 04/2024 Present
Fidelity Investments Boston MA 03/2025 Present
  • 06/2022 → 04/2024
    Ubs Financial Services
    Knoxville, TN
  • 10/2016 → 05/2022
    Lamon Jewelers
    Knoxville, TN
  • 12/2015 → 10/2016
    Student At University Of Tennessee Knoxville
    Knoxville, TN
  • 04/2024 → Present
    Fidelity Investments
    Knoxville, TN
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-11-27 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Knoxville, TN
    Knoxville, TN
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-11-21
  • S66 Uniform Combined State Law Examination
    2024-11-21
Other Names
  • Taylor Grace Mckeel

View on SEC IAPD

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