Timothy J. Richardson

Strategic Advisers LLC

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Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
OK	RA	APPROVED	2025-03-31
TX	RA	APPROVED	2025-03-31

OK RA
APPROVED

Since 2025-03-31
TX RA
APPROVED

Since 2025-03-31

Branch Locations

Bixby, OK • United States

2020 South Lewis Ave Suite 100, Tulsa, OK 74104-5757 • 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

Organization	City	State	From	To
The Vanguard Group, Inc.	Scottsdale	AZ	08/2017	08/2021
Brigham Young University-Idaho	Rexburg	ID	05/2015	07/2017
Biz2Biz Support	Las Vegas	NV	01/2018	01/2018
Bzy Bzz Corp	Las Vegas	NV	05/2021	08/2021
Fidelity Investments	Tulsa	OK	08/2021	Present
Fidelity Investments	Boston	MA	03/2025	Present

08/2017 → 08/2021

The Vanguard Group, Inc.

Scottsdale, AZ
05/2015 → 07/2017

Brigham Young University-Idaho

Rexburg, ID
01/2018 → 01/2018

Biz2Biz Support

Las Vegas, NV
05/2021 → 08/2021

Bzy Bzz Corp

Las Vegas, NV
08/2021 → Present

Fidelity Investments

Tulsa, OK
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2022-04-28 → 2025-03-31

Fidelity Personal And Workplace Advisors

Tulsa, OK
2020-10-05 → 2021-09-16

Vanguard Advisers, Inc.

Scottsdale, AZ

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2020-09-29
S63	Uniform Securities Agent State Law Examination	2017-10-20

S66 Uniform Combined State Law Examination

2020-09-29
S63 Uniform Securities Agent State Law Examination

2017-10-20

Other Names

Timothy James Richardson
Tim Richardson
Timothy Richardson

View on SEC IAPD

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