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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
MO RA APPROVED 2026-07-14
TX RA APPROVED 2026-07-14
  • MO RA
    APPROVED
    Since 2026-07-14
  • TX RA
    APPROVED
    Since 2026-07-14

Branch Locations

16090 Swingley Ridge Rd Suite 100 - 300, Chesterfield, MO 63017-2064 • United States

Saint Charles, MO • 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
Rebel Rags Oxford MS 02/2023 05/2023
J.P. Morgan Securities Llc Saint Louis MO 08/2024 04/2026
Unemployed Plainfield IL 10/2018 04/2020
Mistwood Golf Club Romeoville IL 05/2022 05/2023
Jewel Osco Plainfield IL 05/2020 08/2021
Culvers Plainfield IL 12/2017 10/2018
Unemployed Plainfield IL 09/2021 04/2022
Hertz Plainfield IL 06/2021 08/2021
Jpmorgan Chase Bank, N.A. Saint Louis MO 06/2023 08/2024
Fidelity Investments Chesterfield MO 04/2026 Present
Unemployed Plainfield IL 06/2013 12/2017
Rebel Rags Oxford MS 08/2020 05/2021
  • 02/2023 → 05/2023
    Rebel Rags
    Oxford, MS
  • 08/2024 → 04/2026
    J.P. Morgan Securities Llc
    Saint Louis, MO
  • 10/2018 → 04/2020
    Unemployed
    Plainfield, IL
  • 05/2022 → 05/2023
    Mistwood Golf Club
    Romeoville, IL
  • 05/2020 → 08/2021
    Jewel Osco
    Plainfield, IL
  • 12/2017 → 10/2018
    Culvers
    Plainfield, IL
  • 09/2021 → 04/2022
    Unemployed
    Plainfield, IL
  • 06/2021 → 08/2021
    Hertz
    Plainfield, IL
  • 06/2023 → 08/2024
    Jpmorgan Chase Bank, N.A.
    Saint Louis, MO
  • 04/2026 → Present
    Fidelity Investments
    Chesterfield, MO
  • 06/2013 → 12/2017
    Unemployed
    Plainfield, IL
  • 08/2020 → 05/2021
    Rebel Rags
    Oxford, MS
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-07-02
S63 Uniform Securities Agent State Law Examination 2023-09-01
  • S66 Uniform Combined State Law Examination
    2026-07-02
  • S63 Uniform Securities Agent State Law Examination
    2023-09-01
Other Names
  • Chase R Quaid

View on SEC IAPD

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