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

Branch Locations

Durham, NC • United States

7011 Fayetteville Rd Suite 110, Durham, NC 27713-7745 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal Yes
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fidelity Brokerage Services, Llc Durham NC 04/2015 02/2022
Fidelity Personal And Workplace Advisors Boston MA 07/2018 02/2022
Fidelity Investments Durham NC 12/2022 Present
Unemployed Durham NC 03/2022 11/2022
Fidelity Investments Boston MA 03/2025 Present
  • 04/2015 → 02/2022
    Fidelity Brokerage Services, Llc
    Durham, NC
  • 07/2018 → 02/2022
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 12/2022 → Present
    Fidelity Investments
    Durham, NC
  • 03/2022 → 11/2022
    Unemployed
    Durham, NC
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-05-23 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Durham, NC
    Durham, NC
  • 2018-07-13 → 2022-03-01
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 2017-12-18 → 2018-07-13
    Durham, NC
Other Businesses

OBA-6788|OrgNmn:Southern School of Energy and Sustainability |Org Addr:Durham,North Caro,US|OBA Nature:Coaching soccer|Invst Rel:N|Title:Head Coach|Duties:Coaching high school soccer|StrtDt:08-24-15|TotHrs/mon:20|TrdHrs/mon:0|OBA-94854|OrgNmn:Triangle United Soccer Association |Org Addr:Chapel Hil,North Caro,US|OBA Nature:Develop young soccer talent |Invst Rel:N|Title:Head Soccer Coach|Duties:Coach U17 and U18 boys soccer team|StrtDt:08-23-22|TotHrs/mon:10|TrdHrs/mon:0|

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-10-28
S63 Uniform Securities Agent State Law Examination 2016-05-31
  • S65 Uniform Investment Adviser Law Examination
    2017-10-28
  • S63 Uniform Securities Agent State Law Examination
    2016-05-31
Other Names
  • Foster Ofori Kyei

View on SEC IAPD

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