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

Branch Locations

Union, KY • 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
OrganizationCityStateFromTo
Fidelity Investments Covington KY 11/2018 Present
Veritude Covington KY 03/2018 11/2018
State Of Kentucky Covington KY 10/2013 03/2018
Amazon Hebron KY 03/2015 10/2016
Fidelity Investments Boston MA 03/2025 Present
  • 11/2018 → Present
    Fidelity Investments
    Covington, KY
  • 03/2018 → 11/2018
    Veritude
    Covington, KY
  • 10/2013 → 03/2018
    State Of Kentucky
    Covington, KY
  • 03/2015 → 10/2016
    Amazon
    Hebron, KY
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-10-28 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Covington, KY
Other Businesses

OBA-18764|OrgNmn:Falls Holding Group LLC|Org Addr:Union,Kentucky,US|OBA Nature:Rental Property\Real Estate LL|Invst Rel:Y|Title:Co-Owner|Duties:Landlord Duties|StrtDt:04-09-21|TotHrs/mon:16|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-10-24
S63 Uniform Securities Agent State Law Examination 2021-03-30
  • S66 Uniform Combined State Law Examination
    2022-10-24
  • S63 Uniform Securities Agent State Law Examination
    2021-03-30
Other Names
  • Bennie Will Falls
  • Bennie Falls

View on SEC IAPD

More in Union, KY

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor