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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

11200 Nall Avenue, Overland Park, KS 66211-1233 • United States

Leawood, KS • 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
Mariner Wealth Advisors, Llc Overland Park KS 01/2018 05/2020
Meara Welch Browne, Pc Leawood KS 09/2016 01/2018
Massmutual Life Insurance Company Kansas City MO 05/2020 12/2021
Mml Investors Services, Llc Kansas City MO 05/2020 12/2021
Fidelity Brokerage Services Llc Overland Park KS 12/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 01/2018 → 05/2020
    Mariner Wealth Advisors, Llc
    Overland Park, KS
  • 09/2016 → 01/2018
    Meara Welch Browne, Pc
    Leawood, KS
  • 05/2020 → 12/2021
    Massmutual Life Insurance Company
    Kansas City, MO
  • 05/2020 → 12/2021
    Kansas City, MO
  • 12/2021 → Present
    Fidelity Brokerage Services Llc
    Overland Park, KS
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-01-18 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Overland Park, KS
  • 2020-07-07 → 2021-12-08
    Kansas City, MO
  • 2018-07-09 → 2020-05-06
    Overland Park, KS
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2020-06-26
S65 Uniform Investment Adviser Law Examination 2018-07-07
  • S63 Uniform Securities Agent State Law Examination
    2020-06-26
  • S65 Uniform Investment Adviser Law Examination
    2018-07-07
Other Names
  • Kayla Moore
  • Kayla Catherine Moore

View on SEC IAPD

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