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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

1324 Polaris Pkwy Polaris Fashion Place, Columbus, OH 43240-2038 • United States

Pataskala, OH • 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
Ameriprise Financial Services, Inc. Avon OH 05/2016 06/2021
Landing Point Financial Group, Llc Avon OH 06/2021 09/2021
Avantax Investment Services, Inc. Johnstown OH 10/2021 11/2021
Avantax Advisory Services Johnstown OH 10/2021 11/2021
Avantax Insurance Agency Llc Johnstown OH 10/2021 11/2021
Charles Williams & Associates, Inc. Johnstown OH 09/2021 10/2021
Fidelity Investments Merrimack NH 11/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 05/2016 → 06/2021
    Ameriprise Financial Services, Inc.
    Avon, OH
  • 06/2021 → 09/2021
    Landing Point Financial Group, Llc
    Avon, OH
  • 10/2021 → 11/2021
    Avantax Investment Services, Inc.
    Johnstown, OH
  • 10/2021 → 11/2021
    Avantax Advisory Services
    Johnstown, OH
  • 10/2021 → 11/2021
    Avantax Insurance Agency Llc
    Johnstown, OH
  • 09/2021 → 10/2021
    Charles Williams & Associates, Inc.
    Johnstown, OH
  • 11/2021 → Present
    Fidelity Investments
    Merrimack, NH
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-12-13 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Merrimack, NH
  • 2021-10-12 → 2021-12-03
    Avantax Advisory Services
    Johnstown, OH
  • 2021-07-15 → 2021-09-24
    Avon, OH
  • 2018-01-11 → 2021-06-21
    Avon, OH
    Avon, OH
    Avon, OH
    Avon, OH
    Bellevue, OH
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-09-24
  • S66 Uniform Combined State Law Examination
    2016-09-24
Other Names
  • Brandon Charles Hull

View on SEC IAPD

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