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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Cincinnati, 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
Fidelity Investments Covington KY 06/2020 Present
Paycor Cincinnati OH 08/2019 04/2020
Wiefit Newport KY 08/2017 08/2019
Fidelity Investments Covington KY 06/2018 08/2018
Education At Work (Fidelity Investments) Covington KY 04/2017 08/2017
Ruffalo Noel Levitz Cincinnati OH 01/2017 02/2017
Coney Island Amusement Park Cincinnati OH 07/2016 09/2016
Coney Island Amusement Park Cincinnati OH 06/2015 09/2016
University Of Cincinnati Cincinnati OH 08/2016 05/2020
Fidelity Investments Boston MA 03/2025 Present
  • 06/2020 → Present
    Fidelity Investments
    Covington, KY
  • 08/2019 → 04/2020
    Paycor
    Cincinnati, OH
  • 08/2017 → 08/2019
    Wiefit
    Newport, KY
  • 06/2018 → 08/2018
    Fidelity Investments
    Covington, KY
  • 04/2017 → 08/2017
    Education At Work (Fidelity Investments)
    Covington, KY
  • 01/2017 → 02/2017
    Ruffalo Noel Levitz
    Cincinnati, OH
  • 07/2016 → 09/2016
    Coney Island Amusement Park
    Cincinnati, OH
  • 06/2015 → 09/2016
    Coney Island Amusement Park
    Cincinnati, OH
  • 08/2016 → 05/2020
    University Of Cincinnati
    Cincinnati, OH
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-05-04 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Covington, KY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-04-23
S63 Uniform Securities Agent State Law Examination 2020-11-20
  • S66 Uniform Combined State Law Examination
    2021-04-23
  • S63 Uniform Securities Agent State Law Examination
    2020-11-20
Other Names
  • Olivia Antoinette White
  • Olivia White

View on SEC IAPD

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