Joshua M. Appleman

Strategic Advisers LLC

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Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
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

100 Howe Drive, Covington, KY 41015-5000 • 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

Organization	City	State	From	To
Fidelity Investments	Covington	KY	06/2020	Present
Bouquet Restaurant	Covington	KY	04/2018	06/2020
Salazar	Cincinnati	OH	10/2017	04/2018
Mita's Restaurant	Cincinnati	OH	04/2017	10/2017
Bouquet Restaurant	Covington	KY	03/2012	04/2017
Fidelity Investments	Boston	MA	03/2025	Present

06/2020 → Present

Fidelity Investments

Covington, KY
04/2018 → 06/2020

Bouquet Restaurant

Covington, KY
10/2017 → 04/2018

Salazar

Cincinnati, OH
04/2017 → 10/2017

Mita's Restaurant

Cincinnati, OH
03/2012 → 04/2017

Bouquet Restaurant

Covington, KY
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2021-02-24 → 2025-03-31

Fidelity Personal And Workplace Advisors

Covington, KY

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2021-02-22
S63	Uniform Securities Agent State Law Examination	2020-10-16

S66 Uniform Combined State Law Examination

2021-02-22
S63 Uniform Securities Agent State Law Examination

2020-10-16

Other Names

Joshua Matthew Appleman
Josh Appleman
Joshua Appleman

View on SEC IAPD

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