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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Lexington, KY • 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
Gc Commercial Newport News VA 02/2015 04/2017
Suntrust Investment Services, Inc Richmond VA 06/2017 11/2019
Suntrust Advisory Services, Inc Atlanta GA 08/2017 11/2019
Ameriprise Financial Services, Inc Midlothian VA 11/2019 10/2020
John Patterson (State Farm) Insurance Agency Glen Allen VA 11/2020 07/2021
State Farm Vp Management Corp. Glen Allen VA 01/2021 07/2021
One Seven Dba North Mountain Wealth Management Beachwood OH 03/2022 05/2022
Unemployed Henrico VA 07/2021 03/2022
Fidelity Investments Richmond VA 06/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 02/2015 → 04/2017
    Gc Commercial
    Newport News, VA
  • 06/2017 → 11/2019
    Suntrust Investment Services, Inc
    Richmond, VA
  • 08/2017 → 11/2019
    Suntrust Advisory Services, Inc
    Atlanta, GA
  • 11/2019 → 10/2020
    Ameriprise Financial Services, Inc
    Midlothian, VA
  • 11/2020 → 07/2021
    John Patterson (State Farm) Insurance Agency
    Glen Allen, VA
  • 01/2021 → 07/2021
    State Farm Vp Management Corp.
    Glen Allen, VA
  • 03/2022 → 05/2022
    One Seven Dba North Mountain Wealth Management
    Beachwood, OH
  • 07/2021 → 03/2022
    Unemployed
    Henrico, VA
  • 06/2022 → Present
    Fidelity Investments
    Richmond, VA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-09-11
  • S66 Uniform Combined State Law Examination
    2017-09-11
Other Names
  • Mark D Mills
  • Mark Darrell Mills

View on SEC IAPD

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