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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Atlanta, GA • United States

3630 Peachtree Road Ne Suite 100 - 900, Atlanta, GA 30326-1568 • 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
E*Trade Securities Llc Alpharetta GA 10/2006 02/2020
E*Trade Capital Management Llc Alpharetta GA 04/2009 02/2020
E*Trade Securities Llc Atlanta GA 02/2020 10/2023
E*Trade Capital Management Llc Atlanta GA 02/2020 10/2023
Morgan Stanley Atlanta GA 01/2023 10/2023
Morgan Stanley Atlanta GA 09/2023 10/2023
Morgan Stanley Atlanta GA 09/2023 10/2023
Fidelity Investments Atlanta GA 10/2023 Present
Fidelity Investments Boston MA 03/2025 Present
  • 10/2006 → 02/2020
    E*Trade Securities Llc
    Alpharetta, GA
  • 04/2009 → 02/2020
    E*Trade Capital Management Llc
    Alpharetta, GA
  • 02/2020 → 10/2023
    E*Trade Securities Llc
    Atlanta, GA
  • 02/2020 → 10/2023
    E*Trade Capital Management Llc
    Atlanta, GA
  • 01/2023 → 10/2023
    Atlanta, GA
  • 09/2023 → 10/2023
    Atlanta, GA
  • 09/2023 → 10/2023
    Atlanta, GA
  • 10/2023 → Present
    Fidelity Investments
    Atlanta, GA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-12-19 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Atlanta, GA
  • 2023-01-04 → 2023-11-01
    Purchase, NY
    Atlanta, GA
  • 2009-04-16 → 2023-09-05
    Harrisdirect Llc
    Arlington, VA
    Atlanta, GA
    Atlanta, GA
    Atlanta, GA
Other Businesses

OBA-103856|OrgNmn:Blessed Bubbles LLC|Org Addr:Atlanta,Georgia,US|OBA Nature:Car Wash |Invst Rel:N|Title:Partner|Duties:Co owner of a car wash to be built. |StrtDt:04-04-23|TotHrs/mon:16|TrdHrs/mon:4|OBA-103854|OrgNmn:WGB4 LLC|Org Addr:Atlanta ,Georgia,US|OBA Nature:Rental Properties |Invst Rel:Y|Title:Partner|Duties:Hired a Property Management Company that handles day to day |StrtDt:10-30-23|TotHrs/mon:8|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2009-04-15
S63 Uniform Securities Agent State Law Examination 2001-09-22
  • S66 Uniform Combined State Law Examination
    2009-04-15
  • S63 Uniform Securities Agent State Law Examination
    2001-09-22
Designations
Other Names
  • Anthony Ufuoma Inweh
  • Anthony Inweh

View on SEC IAPD

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