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Kathryn M Alexander

Strategic Advisers LLC

Overland Park, KS

Overland Park, KS

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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

11200 Nall Avenue, Overland Park, KS 66211-1233 • United States

Overland Park, KS • 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
Merrill Lynch, Pierce, Fenner & Smith Incorporated Leawood KS 08/2016 12/2018
Bank Of America N.A. Leawood KS 02/2017 12/2018
Communityamerica Financial Solutions, Llc Lenexa KS 12/2018 05/2019
Fidelity Brokerage Services Llc Overland Park KS 05/2019 Present
Fidelity Investments Boston MA 03/2025 Present
  • 08/2016 → 12/2018
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Leawood, KS
  • 02/2017 → 12/2018
    Bank Of America N.A.
    Leawood, KS
  • 12/2018 → 05/2019
    Communityamerica Financial Solutions, Llc
    Lenexa, KS
  • 05/2019 → Present
    Fidelity Brokerage Services Llc
    Overland Park, KS
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-12-20
  • S66 Uniform Combined State Law Examination
    2016-12-20
Other Names
  • Kathy Michele Rogers
  • Kathy Rogers
  • Kathryn Michele Rogers
  • Kathryn Rogers Alexander
  • Km Alexander
  • Kathryn Alexander
  • Kathy Michele Alexander
  • Kathryn Michele Alexander
  • Kathryn Michele Alexander
  • Kathryn M Alexander

View on SEC IAPD

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