Best Investors Account Sign in
Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Independence, KY • United States

100 Magellan Way, Covington, KY 41015-1987 • 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 Investments Covington KY 08/2018 Present
Vomfass Crestview Hills KY 07/2018 06/2020
Cincinnati Reds Cincinnati OH 04/2018 10/2018
Kenton County Board Of Education Ft. Wright KY 08/2001 05/2018
Erlanger Elsmere School District Erlanger KY 08/2017 05/2018
Boone County Board Of Education Florence KY 08/2017 05/2018
Fidelity Investments Boston MA 03/2025 Present
  • 08/2018 → Present
    Fidelity Investments
    Covington, KY
  • 07/2018 → 06/2020
    Vomfass
    Crestview Hills, KY
  • 04/2018 → 10/2018
    Cincinnati Reds
    Cincinnati, OH
  • 08/2001 → 05/2018
    Kenton County Board Of Education
    Ft. Wright, KY
  • 08/2017 → 05/2018
    Erlanger Elsmere School District
    Erlanger, KY
  • 08/2017 → 05/2018
    Boone County Board Of Education
    Florence, KY
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-06-01 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Covington, KY
Other Businesses

OBA-127689|OrgNmn:Cross Country Conversations: Travel and Adventures|Org Addr:Independen,Kentucky,US|OBA Nature:My husband and I want to creat|Invst Rel:N|Title:Partner|Duties:Weekend adventures outside of the office to record on travels and adventures that my husband and take throughout the year.|StrtDt:|TotHrs/mon:10|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-05-11
  • S66 Uniform Combined State Law Examination
    2021-05-11
Other Names
  • Amanda Dawn Lewis
  • Amanda Dawn Kerns
  • Mandy Dawn Lewis
  • Amanda Lewis
  • Amanda Dawn King

View on SEC IAPD

More in Independence, KY

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor