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Davis Knowles Mccall

Strategic Advisers LLC

Tukwila, WA

Fox Island, WA

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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 2026-02-05
WA RA APPROVED 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2026-02-05
  • WA RA
    APPROVED
    Since 2025-03-31

Branch Locations

304 Strander Blvd, Tukwila, WA 98188-2939 • United States

Fox Island, WA • 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
Fidelity Brokerage Services Llc Tukwila WA 10/2023 Present
Advanced Security Partners, Llc Lacey WA 11/2018 09/2022
Montana State University Bozeman MT 08/2014 05/2018
College Of Financial Planning Gig Harbor WA 07/2022 01/2023
John Spesak Gig Harbor WA 12/2015 11/2018
Self-Employed Gig Harbor WA 09/2022 10/2023
Fidelity Investments Boston MA 03/2025 Present
  • 10/2023 → Present
    Fidelity Brokerage Services Llc
    Tukwila, WA
  • 11/2018 → 09/2022
    Advanced Security Partners, Llc
    Lacey, WA
  • 08/2014 → 05/2018
    Montana State University
    Bozeman, MT
  • 07/2022 → 01/2023
    College Of Financial Planning
    Gig Harbor, WA
  • 12/2015 → 11/2018
    John Spesak
    Gig Harbor, WA
  • 09/2022 → 10/2023
    Self-Employed
    Gig Harbor, WA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-01-18 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Tukwila, WA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-01-05
  • S66 Uniform Combined State Law Examination
    2024-01-05

View on SEC IAPD

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Other Investors

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DARREN DOUGLAS HOREJSI
SERGIO GABRIEL GARZA
BRENDA SUE HUBER
CATHERINE MARIE SIMMONS
Nathaniel Allan Engstrom
TONYA N PARKER
JEREMY BARRETTE

Other Offices

LPL FINANCIAL LLC · TUKWILA, WA
CETERA INVESTMENT ADVISERS LLC · TUKWILA, WA
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Tukwila, WA
OSAIC WEALTH, INC. · SEATTLE, WA
PLANMEMBER SECURITIES CORPORATION · Seattle, WA
DECKER RETIREMENT PLANNING INC. · Renton, WA
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Tukwila, WA
EDWARD JONES · Tukwila, WA

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