Julie Thompson

Strategic Advisers LLC

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Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2025-08-14
MO	RA	APPROVED	2025-03-31

TX RA
APPROVED

Since 2025-08-14
MO RA
APPROVED

Since 2025-03-31

Branch Locations

Wentzville, MO • 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

Organization	City	State	From	To
Unemployed	Wildwood	MO	11/2020	04/2021
Starbucks	Wildwood	MO	04/2021	02/2023
Super Bright Leds	Earth City	MO	10/2022	04/2024
Student	Wildwood	MO	08/2007	05/2020
Forest Hills Country Club	Chesterfield	MO	07/2018	12/2019
Fidelity Investments	St Louis	MO	05/2024	Present
Unemployed	Wildwood	MO	05/2020	11/2020
Home Depot	Cottleville	MO	11/2020	11/2020
Fidelity Investments	Boston	MA	03/2025	Present

11/2020 → 04/2021

Unemployed

Wildwood, MO
04/2021 → 02/2023

Starbucks

Wildwood, MO
10/2022 → 04/2024

Super Bright Leds

Earth City, MO
08/2007 → 05/2020

Student

Wildwood, MO
07/2018 → 12/2019

Forest Hills Country Club

Chesterfield, MO
05/2024 → Present

Fidelity Investments

St Louis, MO
05/2020 → 11/2020

Unemployed

Wildwood, MO
11/2020 → 11/2020

Home Depot

Cottleville, MO
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2024-12-13 → 2025-03-31

Fidelity Personal And Workplace Advisors

St. Louis, MO

Wentzville, MO

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2024-12-11

S66 Uniform Combined State Law Examination

2024-12-11

View on SEC IAPD

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LPL FINANCIAL LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

PNC WEALTH MANAGEMENT LLC

J.P. MORGAN SECURITIES LLC

STIFEL, NICOLAUS & COMPANY, INCORPORATED

Other Investors

Matthew Lee Evans

MICHAEL JAMES HAIGHT

Caleb John Sanders

JOHN CLARK DOOLEY

Brandon Alexander Portell

Anthony M Martin

DAVID JOHN ARNS

Other Offices

RPG FAMILY WEALTH ADVISORY, LLC · Wentzville, MO

STATE FARM INVESTMENT MANAGEMENT CORP. · Wentzville, MO

LPL FINANCIAL LLC · WENTZVILLE, MO

LPL FINANCIAL LLC · WENTZVILLE, MO

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · WENTZVILLE, MO

PNC WEALTH MANAGEMENT LLC · WENTZVILLE, MO

EDWARD JONES · WENTZVILLE, MO

J.P. MORGAN SECURITIES LLC · Wentzville, MO

More in Wentzville, MO

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