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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Columbus, 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
Reedtms Logistics Tampa FL 02/2015 11/2020
Leola Construction Llc Gibsonton FL 11/2020 03/2021
Sun Protection Of Florida Bradenton FL 03/2021 08/2021
Mark A Frazier Cpa & Associates Chillicothe OH 10/2021 05/2022
Fidelity Investments Grove City OH 05/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 02/2015 → 11/2020
    Reedtms Logistics
    Tampa, FL
  • 11/2020 → 03/2021
    Leola Construction Llc
    Gibsonton, FL
  • 03/2021 → 08/2021
    Sun Protection Of Florida
    Bradenton, FL
  • 10/2021 → 05/2022
    Mark A Frazier Cpa & Associates
    Chillicothe, OH
  • 05/2022 → Present
    Fidelity Investments
    Grove City, OH
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-10-04 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Columbus, OH
  • 2021-08-16 → 2022-05-16
    Palm Beach Gardens, FL
    Bellefontaine, OH
    Chillicothe, OH
    Brancdon, FL
    Palm Beach Gardens, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-01-22
  • S66 Uniform Combined State Law Examination
    2022-01-22

View on SEC IAPD

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