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Kimberly Renee Haggard

Strategic Advisers LLC

Cincinnati, OH

Covington, KY

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

Branch Locations

Cincinnati, OH • United States

100 Howe Drive, Covington, KY 41015-5000 • 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 Investments Cincinnati OH 11/1999 Present
Fidelity Personal And Workplace Advisors Boston MA 07/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 11/1999 → Present
    Fidelity Investments
    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
    Cincinnati, OH
    Covington, KY
  • 2009-06-30 → 2018-07-13
    Strategic Advisers Llc
    Irvine, CA
    Rvine, CA
    Irvine, CA
    Newport Beach, CA
    Newport Beach, CA
Other Businesses

OBA-1727|OrgNmn:Sparkle2go Boutique|Org Addr:Sharonvill,Ohio,US|OBA Nature:fashion jewerly and clothing o|Invst Rel:N|Title:Sparkle2go Boutique|Duties:I'm starting my own home business.I purchase wholesale accessories and host parties to resale|StrtDt:04-29-10|TotHrs/mon:20|TrdHrs/mon:0|OBA-9221|OrgNmn:KIMCHEE FABZ|Org Addr:Sharonvill,Ohio,US|OBA Nature:stylist, influencer, vlogger, |Invst Rel:N|Title:Influential Content Creator/Model|Duties:will lend my expertise on plus size fashion, plus size fitness, hair, beauty products, and sale my outfits to followers who request on Poshmar|StrtDt:04-25-17|TotHrs/mon:20|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2009-06-29
S63 Uniform Securities Agent State Law Examination 2000-06-21
  • S66 Uniform Combined State Law Examination
    2009-06-29
  • S63 Uniform Securities Agent State Law Examination
    2000-06-21

View on SEC IAPD

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