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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

Plymouth, MN • 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
Equitable Advisors Llc New York NY 06/2022 06/2024
Fox Den Supply Co Plymouth MN 06/2015 06/2024
Ten Thousand Villages St Paul MN 04/2019 04/2022
Bodies By Becca Minneapolis MN 11/2008 03/2019
Real Estate Investor Plymouth MN 11/2017 06/2024
Fidelity Investments Edina MN 06/2024 Present
Fidelity Investments Boston MA 03/2025 Present
  • 06/2022 → 06/2024
    New York, NY
  • 06/2015 → 06/2024
    Fox Den Supply Co
    Plymouth, MN
  • 04/2019 → 04/2022
    Ten Thousand Villages
    St Paul, MN
  • 11/2008 → 03/2019
    Bodies By Becca
    Minneapolis, MN
  • 11/2017 → 06/2024
    Real Estate Investor
    Plymouth, MN
  • 06/2024 → Present
    Fidelity Investments
    Edina, MN
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-07-08 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Edina, MN
  • 2022-11-09 → 2024-06-07
    Minneapolis, MN
Other Businesses

OBA-120371|OrgNmn:Modern Online Mastery|Org Addr:Plymouth,Minnesota,US|OBA Nature:digital products and affiliate|Invst Rel:N|Title:Social Media Affiliate Marketer|Duties:Affiliate marketing|StrtDt:|TotHrs/mon:6|TrdHrs/mon:0|OBA-109775|OrgNmn:Fox Den Supply Co|Org Addr:Minneapoli,Minnesota,US|OBA Nature:Fair Trade Ecommerce|Invst Rel:N|Title:Sole Proprietor|Duties:Buy and sell fair trade products online|StrtDt:07-01-15|TotHrs/mon:10|TrdHrs/mon:0|OBA-123404|OrgNmn:Hall Global Medical Concierge LLC|Org Addr:Plymouth,Minnesota,US|OBA Nature:Provides non-clinical travel a|Invst Rel:N|Title:Owner|Duties:Travel arrangements, lifestyle services, accommodations, and concierge-level services|StrtDt:|TotHrs/mon:10|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-10-31
  • S66 Uniform Combined State Law Examination
    2022-10-31
Other Names
  • Becca Hall

View on SEC IAPD

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