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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Miami, FL • United States

121 Alhambra Plaza Ste 150 Alhambra Tower, Coral Gables, FL 33134-4522 • 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
Mount Saint Joseph University Cincinnati OH 08/2016 12/2016
Fidelity Investments Covington KY 03/2021 Present
Eastern Kentucky University Richmond KY 01/2017 12/2019
University Of Findlay Findlay OH 01/2020 12/2020
Mark Elder Football Camp Richmond KY 06/2018 06/2019
Fidelity Investments Boston MA 03/2025 Present
  • 08/2016 → 12/2016
    Mount Saint Joseph University
    Cincinnati, OH
  • 03/2021 → Present
    Fidelity Investments
    Covington, KY
  • 01/2017 → 12/2019
    Eastern Kentucky University
    Richmond, KY
  • 01/2020 → 12/2020
    University Of Findlay
    Findlay, OH
  • 06/2018 → 06/2019
    Mark Elder Football Camp
    Richmond, KY
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-07-07 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Covington, KY
    Coral Gables, FL
Other Businesses

OBA-59412|OrgNmn:Twitch|Org Addr:Miami,Florida,US|OBA Nature:I stream video games and peopl|Invst Rel:N|Title:Affiliate|Duties:None. I choose when and how long I stream. |StrtDt:02-10-20|TotHrs/mon:6|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-06-29
S63 Uniform Securities Agent State Law Examination 2021-08-16
  • S66 Uniform Combined State Law Examination
    2022-06-29
  • S63 Uniform Securities Agent State Law Examination
    2021-08-16
Other Names
  • Jaret Paul Pogliano
  • Jaret Pogliano

View on SEC IAPD

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