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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2025-03-31
  • AZ RA
    APPROVED
    Since 2025-03-31

Branch Locations

Maricopa, AZ • 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
Robinhood Financial, Llc Tempe AZ 03/2021 08/2022
Koninklijke Philips N.V. Gainesville FL 01/2020 08/2020
University Of Florida Gainesville FL 09/2020 12/2020
University Of Florida Gainesville FL 11/2016 09/2020
University Of Florida Gainesville FL 12/2020 04/2021
University Of Florida Gainesville FL 06/2011 12/2016
Merrill Edge Chandler AZ 10/2022 07/2023
Unemployed Chandler AZ 08/2022 10/2022
Unemployed Chandler AZ 07/2023 11/2023
Fidelity Investments Chandler AZ 11/2023 Present
Fidelity Investments Boston MA 03/2025 Present
  • 03/2021 → 08/2022
    Robinhood Financial, Llc
    Tempe, AZ
  • 01/2020 → 08/2020
    Koninklijke Philips N.V.
    Gainesville, FL
  • 09/2020 → 12/2020
    University Of Florida
    Gainesville, FL
  • 11/2016 → 09/2020
    University Of Florida
    Gainesville, FL
  • 12/2020 → 04/2021
    University Of Florida
    Gainesville, FL
  • 06/2011 → 12/2016
    University Of Florida
    Gainesville, FL
  • 10/2022 → 07/2023
    Merrill Edge
    Chandler, AZ
  • 08/2022 → 10/2022
    Unemployed
    Chandler, AZ
  • 07/2023 → 11/2023
    Unemployed
    Chandler, AZ
  • 11/2023 → Present
    Fidelity Investments
    Chandler, AZ
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-01-19
S63 Uniform Securities Agent State Law Examination 2021-08-25
  • S66 Uniform Combined State Law Examination
    2023-01-19
  • S63 Uniform Securities Agent State Law Examination
    2021-08-25
Other Names
  • Kevin Christopher Stultz

View on SEC IAPD

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