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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-12-18
MN RA APPROVED 2025-03-31
  • TX RA
    APPROVED
    Since 2025-12-18
  • MN RA
    APPROVED
    Since 2025-03-31

Branch Locations

Woodbury, MN • United States

8342 3Rd Street N, Oakdale, MN 55128-5439 • 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 Investments Oakdale MN 06/2024 Present
Anders R Ahlberg Llc Woodbury MN 04/2019 05/2024
Whelan Security Minneapolis MN 09/2016 04/2019
Fidelity Investments Boston MA 03/2025 Present
  • 06/2024 → Present
    Fidelity Investments
    Oakdale, MN
  • 04/2019 → 05/2024
    Anders R Ahlberg Llc
    Woodbury, MN
  • 09/2016 → 04/2019
    Whelan Security
    Minneapolis, MN
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-11-20 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Oakdale, MN
    Woodbury, MN
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-10-17
  • S66 Uniform Combined State Law Examination
    2024-10-17

View on SEC IAPD

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