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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-01-08
IL RA APPROVED 2025-03-31
  • TX RA
    APPROVED
    Since 2026-01-08
  • IL RA
    APPROVED
    Since 2025-03-31

Branch Locations

Vernon Hills, IL • United States

808 Church St, Evanston, IL 60201-3770 • 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
Double Tap Barcade Iowa City IA 02/2023 04/2024
Knollwood Country Club Lake Bluff IL 05/2016 07/2016
Middle School Lake Bluff IL 08/2013 08/2016
Imperial Motors Jaguar Lake Bluff IL 05/2019 08/2019
Fidelity Investments Highland Park IL 06/2024 Present
Lou Malnati'S Pizze Lake Forest IL 11/2018 04/2019
High School Lake Forest IL 08/2016 05/2020
Nnr Global Logistics Elk Grove Village IL 05/2023 08/2023
Panera Bread Lake Bluff IL 04/2018 09/2018
Nnr Global Logistics Elk Grove Village IL 02/2024 04/2024
Univeristy Of Iowa Iowa City IA 07/2020 05/2024
Cluckers Charcoal Chicken Libertyville IL 05/2020 08/2022
Fidelity Investments Boston MA 03/2025 Present
  • 02/2023 → 04/2024
    Double Tap Barcade
    Iowa City, IA
  • 05/2016 → 07/2016
    Knollwood Country Club
    Lake Bluff, IL
  • 08/2013 → 08/2016
    Middle School
    Lake Bluff, IL
  • 05/2019 → 08/2019
    Imperial Motors Jaguar
    Lake Bluff, IL
  • 06/2024 → Present
    Fidelity Investments
    Highland Park, IL
  • 11/2018 → 04/2019
    Lou Malnati'S Pizze
    Lake Forest, IL
  • 08/2016 → 05/2020
    High School
    Lake Forest, IL
  • 05/2023 → 08/2023
    Nnr Global Logistics
    Elk Grove Village, IL
  • 04/2018 → 09/2018
    Panera Bread
    Lake Bluff, IL
  • 02/2024 → 04/2024
    Nnr Global Logistics
    Elk Grove Village, IL
  • 07/2020 → 05/2024
    Univeristy Of Iowa
    Iowa City, IA
  • 05/2020 → 08/2022
    Cluckers Charcoal Chicken
    Libertyville, IL
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-11-19 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Lake Bluff, IL
    Highland Park, IL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-10-22
  • S66 Uniform Combined State Law Examination
    2024-10-22
Other Names
  • Owen Douglass
  • Owen Michael Douglass

View on SEC IAPD

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