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James Kory Wilson

Strategic Advisers LLC

Fayetteville, NC

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2025-03-31
TX RA APPROVED_RES 2025-03-31
VA RA APPROVED 2025-03-31
  • NC RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31
  • VA RA
    APPROVED
    Since 2025-03-31

Branch Locations

Fayetteville, NC • 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 Llc Washington DC 11/2008 Present
Fidelity Investments Boston MA 03/2025 Present
  • 11/2008 → Present
    Fidelity Brokerage Services Llc
    Washington, DC
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2019-11-25 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Alexandria, VA
  • 2008-12-15 → 2018-05-23
    Strategic Advisers Llc
    Washington, DC
    Reston, VA
  • 2004-10-21 → 2008-11-19
    Equitable Advisors, Llc
    Falls Church, VA
    Falls Church, VA
Other Businesses

OBA-88827|OrgNmn:Turo|Org Addr:Fayettevil,North Caro,US|OBA Nature:I would use the app to adverti|Invst Rel:N|Title:Independent Contractor|Duties:Have my car available for others to pick it up to use. |StrtDt:|TotHrs/mon:1|TrdHrs/mon:1|OBA-17383|OrgNmn:LIKO, LLC|Org Addr:Fayettevil,North Caro,US|OBA Nature:Invest in Real Estate Property|Invst Rel:Y|Title:Owner|Duties:Find a property, find Tenants and Collect Rents|StrtDt:09-08-20|TotHrs/mon:1|TrdHrs/mon:0|OBA-17450|OrgNmn:NIDO Real Estate, LLC|Org Addr:FAYETTEVIL,North Caro,US|OBA Nature:Investment in Residential Real|Invst Rel:Y|Title:Officer|Duties:Find property and rent to tenants.|StrtDt:12-22-20|TotHrs/mon:1|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2004-10-07
  • S66 Uniform Combined State Law Examination
    2004-10-07
Designations

View on SEC IAPD

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