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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
CT RA APPROVED 2025-03-31
RI RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • CT RA
    APPROVED
    Since 2025-03-31
  • RI RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

Killingly, CT • United States

900 Salem Street, Smithfield, RI 02917-1243 • 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 Smithfield RI 06/2021 Present
Walmart Brooklyn CT 10/2020 06/2021
Walmart Lisbon CT 04/2020 10/2020
A La Maid Clinton CT 02/2020 03/2020
Dunkin Donuts Norwich CT 10/2018 02/2020
Dollar General Moosup CT 09/2017 12/2017
Old Navy Mashantucket CT 10/2016 03/2017
Target Lisbon CT 08/2016 10/2016
Three Rivers Community College Norwich CT 08/2017 05/2019
Eastern Connecticut State University Willimantic CT 01/2020 05/2020
Southern New Hampshire University Manchester CT 10/2020 06/2021
Plainfield High School Plainfield CT 09/2013 06/2017
Fidelity Investments Boston MA 03/2025 Present
  • 06/2021 → Present
    Fidelity Investments
    Smithfield, RI
  • 10/2020 → 06/2021
    Walmart
    Brooklyn, CT
  • 04/2020 → 10/2020
    Walmart
    Lisbon, CT
  • 02/2020 → 03/2020
    A La Maid
    Clinton, CT
  • 10/2018 → 02/2020
    Dunkin Donuts
    Norwich, CT
  • 09/2017 → 12/2017
    Dollar General
    Moosup, CT
  • 10/2016 → 03/2017
    Old Navy
    Mashantucket, CT
  • 08/2016 → 10/2016
    Target
    Lisbon, CT
  • 08/2017 → 05/2019
    Three Rivers Community College
    Norwich, CT
  • 01/2020 → 05/2020
    Eastern Connecticut State University
    Willimantic, CT
  • 10/2020 → 06/2021
    Southern New Hampshire University
    Manchester, CT
  • 09/2013 → 06/2017
    Plainfield High School
    Plainfield, CT
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-04-29 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Smithfield, RI
Other Businesses

OBA-128401|OrgNmn:Quiet Corner Fizz|Org Addr:Killingly,Connecticu,US|OBA Nature:Making and selling carbonated |Invst Rel:N|Title:Partner|Duties:Make and sell carbonated beverages to patrons. Operate a stand/food truck selling these products|StrtDt:|TotHrs/mon:5|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-04-14
S63 Uniform Securities Agent State Law Examination 2022-01-28
  • S66 Uniform Combined State Law Examination
    2024-04-14
  • S63 Uniform Securities Agent State Law Examination
    2022-01-28
Other Names
  • Cody Alexander Chapman
  • Cody Chapman

View on SEC IAPD

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