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Heather Ann Sparks

Strategic Advisers LLC

Louisville, KY

Prospect, KY

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2025-11-17
KY RA APPROVED 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-11-17
  • KY RA
    APPROVED
    Since 2025-03-31

Branch Locations

500 North Hurstbourne Parkway Suite 450, Louisville, KY 40222-3310 • United States

Prospect, 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
The Learning House- Wiley Education Services Louisville KY 06/2018 02/2020
Oldham County Board Of Education Crestwood KY 07/2005 07/2018
Fidelity Brokerage Services Llc Louisville KY 02/2020 Present
Fidelity Investments Boston MA 03/2025 Present
  • 06/2018 → 02/2020
    The Learning House- Wiley Education Services
    Louisville, KY
  • 07/2005 → 07/2018
    Oldham County Board Of Education
    Crestwood, KY
  • 02/2020 → Present
    Fidelity Brokerage Services Llc
    Louisville, KY
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-01-06 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Louisville, KY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-12-16
  • S66 Uniform Combined State Law Examination
    2020-12-16
Other Names
  • Heather A Sparks
  • Heather Ann Sparks

View on SEC IAPD

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WAYCROSS PARTNERS, LLC · LOUISVILLE, KY
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