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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2025-03-31
TX RA APPROVED_RES 2025-03-31
  • IN RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

1234 N Eddy St Ste 124, South Bend, IN 46617-1477 • United States

Mishawaka, IN • 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
Pnc Investments Mishawaka IN 10/2010 04/2017
Pnc Bank N.A. Mishawaka IN 10/2010 04/2017
Northwest Bank (Formerly: Mutualbank) Mishawaka IN 05/2017 10/2020
Lpl Financial, Llc Mishawaka IN 05/2017 10/2020
Pnc Investments Granger IN 10/2020 02/2023
Fidelity Investments South Bend IN 02/2023 Present
Fidelity Investments Boston MA 03/2025 Present
  • 10/2010 → 04/2017
    Pnc Investments
    Mishawaka, IN
  • 10/2010 → 04/2017
    Pnc Bank N.A.
    Mishawaka, IN
  • 05/2017 → 10/2020
    Northwest Bank (Formerly: Mutualbank)
    Mishawaka, IN
  • 05/2017 → 10/2020
    Mishawaka, IN
  • 10/2020 → 02/2023
    Pnc Investments
    Granger, IN
  • 02/2023 → Present
    Fidelity Investments
    South Bend, IN
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-04-14 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    South Bend, IN
  • 2020-10-21 → 2023-02-13
    Granger, IN
    Mishawaka, IN
    Elkhart, IN
    Mishawaka, IN
    Schererville, IN
    East Chicago, IN
    Merrillville, IN
  • 2017-05-12 → 2020-10-22
    Mishawaka, IN
    Mc Farland, WI
    Mishawaka, IN
    South Bend, IN
    Mishawaka, IN
    Elkhart, IN
    Mishawaka, IN
    Mishawaka, IN
  • 2010-12-02 → 2017-05-01
    Mishawaka, IN
    Fort Wayne, IN
    Mishawaka, IN
  • 2008-05-16 → 2010-10-18
    Chase Investment Services Corp.
    Elkhart, IN
    Elkhart, IN
    South Bend, IN
    Elkhart, IN
    Elkhart, IN
Other Businesses

OBA-120829|OrgNmn:SNL - Acoustic Band|Org Addr:Mishawaka,Indiana,US|OBA Nature:Entertainment|Invst Rel:N|Title:Band member|Duties:Playing guitar. |StrtDt:08-09-25|TotHrs/mon:10|TrdHrs/mon:0|

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2008-05-13
S63 Uniform Securities Agent State Law Examination 2006-08-04
  • S65 Uniform Investment Adviser Law Examination
    2008-05-13
  • S63 Uniform Securities Agent State Law Examination
    2006-08-04
Other Names
  • Chris Neal Beck
  • Chris N Lutz
  • Christopher Lutz
  • Christopher Neal Lutz

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