Best Investors Account Sign in
Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

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

Claremore, OK • 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
Matthews Ford Broken Arrow OK 01/2016 10/2017
Nc Morgan Tuscaloosa AL 12/2017 01/2018
Texas Roadhouse Tuscaloosa AL 02/2018 06/2018
University Of Alabama Tuscaloosa AL 08/2018 01/2019
Bakr Holdings Llc Northport AL 03/2019 07/2019
Unemployed Carterville IL 07/2019 10/2019
Regions Carbondale IL 10/2019 05/2022
Bank Of Oklahoma Grove OK 05/2022 02/2023
Fidelity Investments Tulsa OK 02/2023 Present
Fidelity Investments Boston MA 03/2025 Present
  • 01/2016 → 10/2017
    Matthews Ford
    Broken Arrow, OK
  • 12/2017 → 01/2018
    Nc Morgan
    Tuscaloosa, AL
  • 02/2018 → 06/2018
    Texas Roadhouse
    Tuscaloosa, AL
  • 08/2018 → 01/2019
    University Of Alabama
    Tuscaloosa, AL
  • 03/2019 → 07/2019
    Bakr Holdings Llc
    Northport, AL
  • 07/2019 → 10/2019
    Unemployed
    Carterville, IL
  • 10/2019 → 05/2022
    Regions
    Carbondale, IL
  • 05/2022 → 02/2023
    Bank Of Oklahoma
    Grove, OK
  • 02/2023 → Present
    Fidelity Investments
    Tulsa, OK
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-02-20 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Tulsa, OK
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-07-13
  • S66 Uniform Combined State Law Examination
    2023-07-13
Other Names
  • Payton Allen
  • Payton Kyle Allen

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Tulsa, OK

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor