Best Investors Account Sign in

Joshua Creth Hopkins

Strategic Advisers LLC

Nichols Hills, OK

Moore, OK

Claim This Profile
Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

1125 Nw 63Rd St Suite A, Nichols Hills, OK 73116-6504 • United States

Moore, OK • 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 Westlake TX 06/2019 Present
Oklahoma Baptist University Shawnee OK 08/2015 05/2019
First National Bank & Trust Co Shawnee OK 10/2016 08/2017
Cadet Landscape And Construction Bartlesville OK 05/2014 08/2017
Fidelity Investments Boston MA 03/2025 Present
  • 06/2019 → Present
    Fidelity Investments
    Westlake, TX
  • 08/2015 → 05/2019
    Oklahoma Baptist University
    Shawnee, OK
  • 10/2016 → 08/2017
    First National Bank & Trust Co
    Shawnee, OK
  • 05/2014 → 08/2017
    Cadet Landscape And Construction
    Bartlesville, OK
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-11-09 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Westlake, TX
    Nichols Hills, OK
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-11-01
  • S66 Uniform Combined State Law Examination
    2021-11-01

View on SEC IAPD

Other Firms

WILSHIRE-PENNINGTON GROUP, INC.
ASSET MANAGEMENT ADVISORS, LLC
RAYMOND JAMES & ASSOCIATES, INC.
LPL FINANCIAL LLC
MML INVESTORS SERVICES, LLC
MORGAN STANLEY
CAPTRUST
CRP MANAGEMENT XI, LLC

Other Investors

BENJAMIN DANIEL KENNEDY
LAURA ANN ROY
Michael Patrick Hackler
JERRY MILTON WILLIAMS
BRADLEY JOHN RUMENAPP
Darren Croy
Kristi-Anna Celeste Abdoo
JACOB PATRICK RAINBOLT

Other Offices

WILSHIRE-PENNINGTON GROUP, INC. · NICHOLS HILLS, OK
ASSET MANAGEMENT ADVISORS, LLC · OKLAHOMA CITY, OK
ASSET MANAGEMENT ADVISORS, LLC · OKLAHOMA CITY, OK
RAYMOND JAMES & ASSOCIATES, INC. · OKLAHOMA CITY, OK
LPL FINANCIAL LLC · OKLAHOMA CITY, OK
MML INVESTORS SERVICES, LLC · Oklahoma City, OK
MORGAN STANLEY · Oklahoma City, OK
CAPTRUST · Oklahoma City, OK

More in Nichols Hills, OK

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor