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

Branch Locations

Independence, 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
Fidelity Brokerage Services Llc Covington KY 02/2011 Present
Fidelity Personal And Workplace Advisors Boston MA 07/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 02/2011 → Present
    Fidelity Brokerage Services Llc
    Covington, KY
  • 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
    Independence, KY
  • 2011-09-23 → 2018-07-13
    Covington, KY
Other Businesses

OBA-131493|OrgNmn:McClure Music Group|Org Addr:Independen,Kentucky,US|OBA Nature:Teaching Music |Invst Rel:N|Title:Sole Proprietor|Duties:Teach guitar and music to students|StrtDt:|TotHrs/mon:5|TrdHrs/mon:0|OBA-61653|OrgNmn:Northern Kentucky University |Org Addr:Highland H,Kentucky,US|OBA Nature:I am a business adjunct profes|Invst Rel:N|Title:Employee|Duties:I am teaching business and investments classes |StrtDt:08-23-21|TotHrs/mon:20|TrdHrs/mon:0|OBA-8384|OrgNmn:Thomas More College|Org Addr:Crestview ,Kentucky,US|OBA Nature:Adjunct Professor for the Busi|Invst Rel:N|Title:Adjunct Professor|Duties:I will be teaching students in the business program. The classes I will teach are basic finance.|StrtDt:09-27-17|TotHrs/mon:20|TrdHrs/mon:0|OBA-17191|OrgNmn:Kentucky Gunslingers LLC|Org Addr:Independen,Kentucky,US|OBA Nature:The company reviews specific t|Invst Rel:N|Title:My exact title is Owner/Operator.|Duties:I will run the operations of the business and create the educational content.|StrtDt:11-30-20|TotHrs/mon:30|TrdHrs/mon:0|OBA-103218|OrgNmn:Sugar Ridge Farm |Org Addr:Walton,Kentucky,US|OBA Nature:Family Farm that hosts festiva|Invst Rel:N|Title:Employee|Duties:I am going to help with with cooking and hay rides for fall festival. I could make tips from guests. |StrtDt:10-09-23|TotHrs/mon:20|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-09-22
S63 Uniform Securities Agent State Law Examination 2011-05-16
  • S66 Uniform Combined State Law Examination
    2011-09-22
  • S63 Uniform Securities Agent State Law Examination
    2011-05-16
Other Names
  • Justin Mcclure
  • Justin Lane Mcclure

View on SEC IAPD

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