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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TN RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • TN RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

Oak Ridge, TN • United States

11513 Parkside Drive, Knoxville, TN 37934-1976 • 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
Angi Leads Denver CO 02/2022 07/2023
Unemployed Knoxville TN 07/2023 10/2023
Colbert Hills Golf Course Manhattan KS 05/2017 11/2019
Homeadvisor (Angi Leads) Olathe KS 02/2020 06/2020
United States Air Force - Civil Service 775 Ts/Envw Edwards CA 07/2020 01/2022
State Of Kansas Manhattan KS 05/2019 06/2019
Altec Industries St. Joseph MO 07/2018 12/2018
Fidelity Investments Knoxville TN 07/2024 Present
Yelp San Francisco CA 10/2023 07/2024
Unemployed Manhattan KS 12/2019 02/2020
Midwest Products Hanover KS 05/2015 05/2017
Fidelity Investments Boston MA 03/2025 Present
  • 02/2022 → 07/2023
    Angi Leads
    Denver, CO
  • 07/2023 → 10/2023
    Unemployed
    Knoxville, TN
  • 05/2017 → 11/2019
    Colbert Hills Golf Course
    Manhattan, KS
  • 02/2020 → 06/2020
    Homeadvisor (Angi Leads)
    Olathe, KS
  • 07/2020 → 01/2022
    United States Air Force - Civil Service 775 Ts/Envw
    Edwards, CA
  • 05/2019 → 06/2019
    State Of Kansas
    Manhattan, KS
  • 07/2018 → 12/2018
    Altec Industries
    St. Joseph, MO
  • 07/2024 → Present
    Fidelity Investments
    Knoxville, TN
  • 10/2023 → 07/2024
    Yelp
    San Francisco, CA
  • 12/2019 → 02/2020
    Unemployed
    Manhattan, KS
  • 05/2015 → 05/2017
    Midwest Products
    Hanover, KS
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2025-02-27 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Knoxville, TN
    Oak Ridge, TN
Other Businesses

OBA-111585|OrgNmn:Nicholson Properties LLC|Org Addr:Bonner Spr,Kansas,US|OBA Nature:Residential Real Estate Sectio|Invst Rel:Y|Title:Partner|Duties:Analyze new rental opportunities, coordinate with contractors and property managers to renovate and find tenants|StrtDt:09-30-23|TotHrs/mon:10|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-02-14
  • S66 Uniform Combined State Law Examination
    2025-02-14

View on SEC IAPD

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