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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Laveen, AZ • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy Yes
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
The Vanguard Group, Inc. Scottsdale AZ 09/2017 12/2024
Stephen F. Austin State University Nacogdoches TX 05/2015 05/2017
Stephen F. Austin State University Nacogdoches TX 05/2015 05/2017
Tgf Hair Salon Missouri City TX 06/2017 08/2017
Stephen F. Austin State University Nacogdoches TX 01/2014 05/2017
Rettago Travel Agency Laveen AZ 02/2022 08/2024
Instacart Laveen AZ 06/2022 12/2024
Sephora Scottsdale AZ 11/2022 02/2023
Beauty By Mikayla Laveen AZ 11/2022 12/2024
Ulta Avondale AZ 10/2023 01/2024
Fidelity Investments Phoenix AZ 12/2024 Present
Fidelity Investments Boston MA 03/2025 Present
  • 09/2017 → 12/2024
    The Vanguard Group, Inc.
    Scottsdale, AZ
  • 05/2015 → 05/2017
    Stephen F. Austin State University
    Nacogdoches, TX
  • 05/2015 → 05/2017
    Stephen F. Austin State University
    Nacogdoches, TX
  • 06/2017 → 08/2017
    Tgf Hair Salon
    Missouri City, TX
  • 01/2014 → 05/2017
    Stephen F. Austin State University
    Nacogdoches, TX
  • 02/2022 → 08/2024
    Rettago Travel Agency
    Laveen, AZ
  • 06/2022 → 12/2024
    Instacart
    Laveen, AZ
  • 11/2022 → 02/2023
    Sephora
    Scottsdale, AZ
  • 11/2022 → 12/2024
    Beauty By Mikayla
    Laveen, AZ
  • 10/2023 → 01/2024
    Ulta
    Avondale, AZ
  • 12/2024 → Present
    Fidelity Investments
    Phoenix, AZ
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2025-03-07 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Laveen, AZ
Other Businesses

OBA-115521|OrgNmn:Beauty by Mi-Kayla |Org Addr:Laveen,Arizona,US|OBA Nature:hairstyling|Invst Rel:N|Title:Employee|Duties:hairstyling, cutting, and coloring services |StrtDt:09-24-09|TotHrs/mon:5|TrdHrs/mon:0|OBA-115522|OrgNmn:Instacart |Org Addr:laveen,Arizona,US|OBA Nature:grocery delivery |Invst Rel:N|Title:driver|Duties:driver|StrtDt:01-02-23|TotHrs/mon:20|TrdHrs/mon:0|OBA-118444|OrgNmn:Mama Lemon's Roots & Remedies |Org Addr:Laveen,Arizona,US|OBA Nature:Apothecary & Botanica that spe|Invst Rel:N|Title:Sole Proprietor|Duties:create herbal products for clients |StrtDt:04-14-25|TotHrs/mon:15|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-03-04
S63 Uniform Securities Agent State Law Examination 2017-11-09
  • S66 Uniform Combined State Law Examination
    2025-03-04
  • S63 Uniform Securities Agent State Law Examination
    2017-11-09
Other Names
  • Mikayla Lemon
  • Mi-Kayla Lemon
  • Mikayla Brittani Lemon

View on SEC IAPD

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