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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

100 Howe Drive, Covington, KY 41015-5000 • United States

Cincinnati, 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
Ryder Systems Miami FL 12/2019 09/2021
Brink Brewing Company Cincinnati OH 02/2017 09/2019
Ryder Systems Miami FL 05/2013 01/2017
Fidelity Investments Covington KY 09/2021 Present
Personal Consultation Of Logistics Cincinnati OH 07/2021 09/2021
Fidelity Investments Boston MA 03/2025 Present
  • 12/2019 → 09/2021
    Ryder Systems
    Miami, FL
  • 02/2017 → 09/2019
    Brink Brewing Company
    Cincinnati, OH
  • 05/2013 → 01/2017
    Ryder Systems
    Miami, FL
  • 09/2021 → Present
    Fidelity Investments
    Covington, KY
  • 07/2021 → 09/2021
    Personal Consultation Of Logistics
    Cincinnati, OH
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-01-09 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Covington, KY
Other Businesses

OBA-132356|OrgNmn:J Price Designs|Org Addr:Cincinnati,Ohio,US|OBA Nature:Interior Design|Invst Rel:N|Title:Partner|Duties:Assist wife with finances |StrtDt:05-01-26|TotHrs/mon:5|TrdHrs/mon:0|OBA-122037|OrgNmn:Lyft|Org Addr:San Franci,California,US|OBA Nature:Driver|Invst Rel:N|Title:Driver|Duties:Drive on App|StrtDt:|TotHrs/mon:16|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-12-20
S63 Uniform Securities Agent State Law Examination 2022-02-16
  • S66 Uniform Combined State Law Examination
    2023-12-20
  • S63 Uniform Securities Agent State Law Examination
    2022-02-16

View on SEC IAPD

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