Best Investors Account Sign in
Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2026-03-24
TX RA APPROVED 2025-03-31
  • AZ RA
    APPROVED
    Since 2026-03-24
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

Chandler, AZ • United States

3240 East Camelback Road, Phoenix, AZ 85018-2335 • 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
Fidelity Investments Westlake TX 01/2022 Present
Iceburg Housing Rexburg ID 07/2021 12/2021
Connextion Property Management Rexburg ID 08/2019 07/2021
Brigham Young University - Idaho Rexburg ID 09/2017 12/2021
Avantguard Monitoring Rexburg ID 04/2018 08/2019
Clear Insights Rexburg ID 04/2018 04/2018
Costa Vida Rexburg ID 04/2018 04/2018
Vivint Smart Home Rexburg ID 01/2018 04/2018
Kevin Cook Orthodontics Marion IL 02/2017 09/2017
Golds Gym Marion IL 01/2017 01/2017
The Church Of Jesus Christ Of Latter Day Saints Barranquilla 08/2016 01/2017
Fidelity Investments Boston MA 03/2025 Present
Fidelity Brokerage Services Llc Westlake TX 03/2026 Present
Strategic Advisers Llc Westlake TX 03/2026 Present
  • 01/2022 → Present
    Fidelity Investments
    Westlake, TX
  • 07/2021 → 12/2021
    Iceburg Housing
    Rexburg, ID
  • 08/2019 → 07/2021
    Connextion Property Management
    Rexburg, ID
  • 09/2017 → 12/2021
    Brigham Young University - Idaho
    Rexburg, ID
  • 04/2018 → 08/2019
    Avantguard Monitoring
    Rexburg, ID
  • 04/2018 → 04/2018
    Clear Insights
    Rexburg, ID
  • 04/2018 → 04/2018
    Costa Vida
    Rexburg, ID
  • 01/2018 → 04/2018
    Vivint Smart Home
    Rexburg, ID
  • 02/2017 → 09/2017
    Kevin Cook Orthodontics
    Marion, IL
  • 01/2017 → 01/2017
    Golds Gym
    Marion, IL
  • 08/2016 → 01/2017
    The Church Of Jesus Christ Of Latter Day Saints
    Barranquilla
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
  • 03/2026 → Present
    Fidelity Brokerage Services Llc
    Westlake, TX
  • 03/2026 → Present
    Westlake, TX
Previous Registrations
  • 2023-07-21 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Southlake, TX
    Salt Lake City, UT
    American Fork, UT
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-06-09
S63 Uniform Securities Agent State Law Examination 2023-04-24
  • S66 Uniform Combined State Law Examination
    2023-06-09
  • S63 Uniform Securities Agent State Law Examination
    2023-04-24
Other Names
  • Corey David Kennedy

View on SEC IAPD

More in Chandler, AZ

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor