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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
KY RA APPROVED 2025-03-31
TX RA APPROVED_RES 2025-03-31
  • KY RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

100 Crosby Pkwy, Covington, KY 41015-4325 • United States

Lakeside Park, KY • 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
Aj Gallagher & Company Cincinnati OH 08/2016 04/2017
Stoneriver Reinsurance Cincinnati OH 08/2017 06/2018
Fidelity Brokerage Services Llc Covington KY 01/2019 Present
Unemployed Edgewood KY 04/2017 08/2017
Unemployed Edgewood KY 06/2018 01/2019
Fidelity Investments Boston MA 03/2025 Present
  • 08/2016 → 04/2017
    Aj Gallagher & Company
    Cincinnati, OH
  • 08/2017 → 06/2018
    Stoneriver Reinsurance
    Cincinnati, OH
  • 01/2019 → Present
    Fidelity Brokerage Services Llc
    Covington, KY
  • 04/2017 → 08/2017
    Unemployed
    Edgewood, KY
  • 06/2018 → 01/2019
    Unemployed
    Edgewood, KY
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2019-08-06 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Covington, KY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-07-02
S63 Uniform Securities Agent State Law Examination 2000-11-06
  • S66 Uniform Combined State Law Examination
    2019-07-02
  • S63 Uniform Securities Agent State Law Examination
    2000-11-06
Other Names
  • Timothy E. Mollman
  • Timothy Mollman

View on SEC IAPD

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