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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • MN RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

Hopkins, MN • United States

11450 Wayzata Blvd, Minnetonka, MN 55305-2013 • 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
Bethel University Arden Hills MN 09/2016 05/2017
Intellex Forensics Inc. Eden Prairie MN 08/2017 07/2018
Threewire, Llc Eden Prairie MN 07/2018 06/2023
Fidelity Investments Minnetonka MN 06/2023 Present
Fidelity Investments Boston MA 03/2025 Present
  • 09/2016 → 05/2017
    Bethel University
    Arden Hills, MN
  • 08/2017 → 07/2018
    Intellex Forensics Inc.
    Eden Prairie, MN
  • 07/2018 → 06/2023
    Threewire, Llc
    Eden Prairie, MN
  • 06/2023 → Present
    Fidelity Investments
    Minnetonka, MN
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-11-02 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Minnetonka, MN
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-10-03
  • S66 Uniform Combined State Law Examination
    2023-10-03

View on SEC IAPD

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