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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

7011 Fayetteville Rd Suite 110, Durham, NC 27713-7745 • United States

Durham, NC • 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
Pruco Securities, Llc. Columbus OH 07/2021 07/2022
Dell Technologies Columbus OH 07/2020 07/2021
Scott's Miracle-Gro Columbus OH 05/2019 08/2019
The Superior Group Columbus OH 08/2019 03/2020
The Ohio State University / Grandview Heights High School Columbus OH 07/2011 05/2020
Prudential Insurance Company Of America Columbus OH 01/2022 07/2022
Fidelity Investments Durham NC 08/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 07/2021 → 07/2022
    Columbus, OH
  • 07/2020 → 07/2021
    Dell Technologies
    Columbus, OH
  • 05/2019 → 08/2019
    Scott's Miracle-Gro
    Columbus, OH
  • 08/2019 → 03/2020
    The Superior Group
    Columbus, OH
  • 07/2011 → 05/2020
    The Ohio State University / Grandview Heights High School
    Columbus, OH
  • 01/2022 → 07/2022
    Prudential Insurance Company Of America
    Columbus, OH
  • 08/2022 → Present
    Fidelity Investments
    Durham, NC
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-10-05 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Durham, NC
  • 2022-01-17 → 2022-07-20
    Columbus, OH
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-12-21
  • S66 Uniform Combined State Law Examination
    2021-12-21

View on SEC IAPD

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