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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

304 Strander Blvd, Tukwila, WA 98188-2939 • United States

Lakewood, WA • 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 Federal Way WA 02/2017 03/2021
Lowes Home Improvement Seattle WA 03/2016 02/2017
Bank Of America, N.A. Federal Way WA 12/2017 03/2021
Fidelity Investments Tukwila WA 04/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 02/2017 → 03/2021
    Federal Way, WA
  • 03/2016 → 02/2017
    Lowes Home Improvement
    Seattle, WA
  • 12/2017 → 03/2021
    Bank Of America, N.A.
    Federal Way, WA
  • 04/2021 → Present
    Fidelity Investments
    Tukwila, WA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-06-16
  • S66 Uniform Combined State Law Examination
    2017-06-16
Other Names
  • Rodney Williams
  • Rodney Antwione Williams
  • Rodney Williams

View on SEC IAPD

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