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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

11114 West Broad St, Glen Allen, VA 23060-5813 • United States

Midlothian, VA • 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
Minnesota Life Insurance Company St. Paul MN 05/2018 05/2019
Securian Financial Services Inc St. Paul MN 05/2018 05/2019
Virginia Asset Management Midlothian VA 05/2018 05/2019
Securian Financial Services Inc. St. Paul MN 03/2018 05/2018
Massmutual Greater Richmond Glen Allen VA 05/2017 03/2018
C.H. Robinson Richmond VA 04/2016 05/2017
Tazza Kitchen Richmond VA 01/2018 08/2018
Virginia Asset Management Midlothian VA 06/2019 07/2021
Securian Financial Services Inc St Paul MN 06/2019 07/2021
Green Compass Global, Ltd. Wilmington NC 05/2021 07/2021
Fidelity Investments Glen Allen VA 07/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 05/2018 → 05/2019
    Minnesota Life Insurance Company
    St. Paul, MN
  • 05/2018 → 05/2019
    Securian Financial Services Inc
    St. Paul, MN
  • 05/2018 → 05/2019
    Virginia Asset Management
    Midlothian, VA
  • 03/2018 → 05/2018
    Securian Financial Services Inc.
    St. Paul, MN
  • 05/2017 → 03/2018
    Massmutual Greater Richmond
    Glen Allen, VA
  • 04/2016 → 05/2017
    C.H. Robinson
    Richmond, VA
  • 01/2018 → 08/2018
    Tazza Kitchen
    Richmond, VA
  • 06/2019 → 07/2021
    Virginia Asset Management
    Midlothian, VA
  • 06/2019 → 07/2021
    Securian Financial Services Inc
    St Paul, MN
  • 05/2021 → 07/2021
    Green Compass Global, Ltd.
    Wilmington, NC
  • 07/2021 → Present
    Fidelity Investments
    Glen Allen, VA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-09-04 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Glen Allen, VA
  • 2018-07-12 → 2021-07-19
    Securian Financial Services, Inc.
    Midlothian, VA
Other Businesses

OBA-103880|OrgNmn:Moss Ridge Enterprises Inc. dba Ivybrook Academy|Org Addr:Chesterfie,Virginia,US|OBA Nature:Private preschool|Invst Rel:N|Title:Director|Duties:My husband is opening a franchise and I have to sign as guarantor on the loan to maintain the appropriate debt to income ratio. I will have no|StrtDt:|TotHrs/mon:2|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-07-03
  • S66 Uniform Combined State Law Examination
    2018-07-03
Other Names
  • Taylor Starkey
  • Taylor Denay Starkey
  • Taylor Denay Campbell

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