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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
OH RA APPROVED 2025-03-31
  • KY RA
    APPROVED
    Since 2025-03-31
  • OH RA
    APPROVED
    Since 2025-03-31

Branch Locations

100 Magellan Way, Covington, KY 41015-1987 • United States

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

Cincinnati, OH • 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 Brokerage Services Inc. Cincinnati OH 07/2000 Present
Fidelity Personal And Workplace Advisors Boston MA 07/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 07/2000 → Present
    Fidelity Brokerage Services Inc.
    Cincinnati, OH
  • 07/2018 → Present
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2018-07-13 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Boston, MA
    Covington, KY
    Covington, KY
    Cincinnati, OH
  • 2007-11-19 → 2018-07-13
    Covington, KY
    Blue Ash, OH
Other Businesses

OBA-126330|OrgNmn:Independant - Digital Creator|Org Addr:Cincinnati,Ohio,US|OBA Nature:Writing and producing songs fo|Invst Rel:N|Title:Digital Creator (Musician)|Duties:I write and produce original music independently, upload it to SoundCloud, and then distribute it to platforms such as Apple Music, Spotify, a|StrtDt:01-11-26|TotHrs/mon:20|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-02-29
S63 Uniform Securities Agent State Law Examination 2000-12-18
  • S66 Uniform Combined State Law Examination
    2008-02-29
  • S63 Uniform Securities Agent State Law Examination
    2000-12-18
Other Names
  • Thomas Francis Lang

View on SEC IAPD

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