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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
MO RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • KS RA
    APPROVED
    Since 2025-03-31
  • MO RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

Blue Springs, MO • United States

11200 Nall Avenue, Overland Park, KS 66211-1233 • 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
Phantom Regiment Drum & Bugle Corps Rockford IL 11/2022 12/2023
Grain Valley School District Grain Valley MO 07/2017 05/2023
University Of Missouri Columbia MO 06/2021 05/2023
University Of Central Missouri Warrensburg MO 07/2014 05/2017
Carrabba's Italian Grill Independence MO 11/2013 02/2017
Santa Clara Vanguard Drum & Bugle Corps Santa Clara CA 12/2015 05/2022
Self-Employed Blue Springs MO 06/2012 12/2023
Thrivent Investment Management Inc Overland Park KS 12/2023 05/2024
Thrivent Financial Appleton WI 12/2023 05/2024
Fidelity Investments Overland Park KS 06/2024 Present
Fidelity Investments Boston MA 03/2025 Present
  • 11/2022 → 12/2023
    Phantom Regiment Drum & Bugle Corps
    Rockford, IL
  • 07/2017 → 05/2023
    Grain Valley School District
    Grain Valley, MO
  • 06/2021 → 05/2023
    University Of Missouri
    Columbia, MO
  • 07/2014 → 05/2017
    University Of Central Missouri
    Warrensburg, MO
  • 11/2013 → 02/2017
    Carrabba's Italian Grill
    Independence, MO
  • 12/2015 → 05/2022
    Santa Clara Vanguard Drum & Bugle Corps
    Santa Clara, CA
  • 06/2012 → 12/2023
    Self-Employed
    Blue Springs, MO
  • 12/2023 → 05/2024
    Overland Park, KS
  • 12/2023 → 05/2024
    Thrivent Financial
    Appleton, WI
  • 06/2024 → Present
    Fidelity Investments
    Overland Park, KS
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2025-01-23 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Overland Park, KS
    Blue Springs, MO
  • 2024-02-08 → 2024-05-09
    Minneapolis, MN
    Overland Park, KS
Other Businesses

OBA-112953|OrgNmn:Phantom Regiment Drum & Bugle Corps|Org Addr:Rockford,Illinois,US|OBA Nature:Providing performing arts oppo|Invst Rel:N|Title:Independent Contractor|Duties:Work collaboratively with fellow staff members to provide a positive, meaningful experience to the members.|StrtDt:10-20-24|TotHrs/mon:12|TrdHrs/mon:0|OBA-120481|OrgNmn:Drill Design|Org Addr:Blue Sprin,Missouri,US|OBA Nature:Marching Band Drill Desiger & |Invst Rel:N|Title:Sole Proprietor|Duties:I work with various school districts' band directors to create competitive marching band shows. I utilize a software program to create the for|StrtDt:|TotHrs/mon:30|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-02-07
  • S66 Uniform Combined State Law Examination
    2024-02-07

View on SEC IAPD

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