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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
  • NC RA
    APPROVED
    Since 2025-03-31

Branch Locations

100 Crosby Pkwy, Covington, KY 41015-4325 • United States

Raleigh, NC • United States

100 New Millennium Way, Durham, NC 27709-8204 • 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 No
  • Bankruptcy Yes
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fidelity Brokerage Services, Llc Durham NC 05/2016 04/2018
Fidelity Investments Durham NC 04/2018 01/2019
Fidelity Brokerage Services Llc Durham NC 01/2019 Present
Fidelity Investments Boston MA 03/2025 Present
  • 05/2016 → 04/2018
    Fidelity Brokerage Services, Llc
    Durham, NC
  • 04/2018 → 01/2019
    Fidelity Investments
    Durham, NC
  • 01/2019 → Present
    Fidelity Brokerage Services Llc
    Durham, NC
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-07-23 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Durham, NC
Other Businesses

OBA-123368|OrgNmn:JPTA Holding LLC|Org Addr:Raleigh,North Caro,US|OBA Nature:Family Wealth Management|Invst Rel:Y|Title:Officer|Duties:Daily business management|StrtDt:|TotHrs/mon:30|TrdHrs/mon:0|OBA-13928|OrgNmn:City Of Raleigh Parks and Rec|Org Addr:Raleigh,North Caro,US|OBA Nature:Recreational activities for yo|Invst Rel:N|Title:Cheer Coach|Duties:Coach ages 7-15 in common cheer stands and routines|StrtDt:11-01-19|TotHrs/mon:16|TrdHrs/mon:0|OBA-118262|OrgNmn:Inteletravel|Org Addr:Delray Bea,Florida,US|OBA Nature:Travel Agency|Invst Rel:N|Title:Employee|Duties:Connect consumers with travel opportunities.|StrtDt:|TotHrs/mon:20|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-07-08
S63 Uniform Securities Agent State Law Examination 2016-07-26
  • S66 Uniform Combined State Law Examination
    2021-07-08
  • S63 Uniform Securities Agent State Law Examination
    2016-07-26
Other Names
  • Alexis Marie Fenner
  • Alexis Marie Wilkins
  • Alexis M Wilkins
  • Alexis Wilkins

View on SEC IAPD

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