Best Investors Account Sign in
Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Lenexa, KS • United States

11200 Nall Avenue, Overland Park, KS 66211-1233 • 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 Brokerage Services, Llc Overland Park KS 11/2012 Present
Fidelity Personal And Workplace Advisors Boston MA 07/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 11/2012 → Present
    Fidelity Brokerage Services, Llc
    Overland Park, KS
  • 07/2018 → Present
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2018-07-13 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Boston, MA
    Overland Park, KS
    Lenexa, KS
  • 2014-12-23 → 2018-07-13
    Overland Park, KS
Other Businesses

OBA-3388|OrgNmn:VIP Christmas Lights, LLC|Org Addr:Kansas Cit,Kansas,US|OBA Nature:Installation and removal of Ch|Invst Rel:N|Title:Owner/Operator|Duties:Installation and removal of Christmas lights.|StrtDt:12-01-08|TotHrs/mon:48|TrdHrs/mon:0|OBA-15726|OrgNmn:Strawberry Hill LLC|Org Addr:Shawnee,Kansas,US|OBA Nature:Maintaining rental property al|Invst Rel:Y|Title:Manager|Duties:Maintaining rental property along with finding new properties for rental and purchase.|StrtDt:06-29-20|TotHrs/mon:1|TrdHrs/mon:0|

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-09-03
S63 Uniform Securities Agent State Law Examination 2013-03-13
  • S65 Uniform Investment Adviser Law Examination
    2014-09-03
  • S63 Uniform Securities Agent State Law Examination
    2013-03-13
Other Names
  • Paul M. Tranckino

View on SEC IAPD

More in Lenexa, KS

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor