Duncan R. Paul

Strategic Advisers LLC

Bowling Green, KY

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Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
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

Bowling Green, KY • 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

Organization	City	State	From	To
Fidelity Brockerage Services Llc	Covington	KY	06/2018	Present
University Of Kentucky	Lexington	KY	08/2014	05/2018
Alltech	Nicholasville	KY	06/2017	08/2017
Delta Delta Delta	Lexington	KY	08/2015	05/2018
Mister B's	Bowling Green	KY	01/2014	06/2018
Fidelity Investments	Boston	MA	03/2025	Present

06/2018 → Present

Fidelity Brockerage Services Llc

Covington, KY
08/2014 → 05/2018

University Of Kentucky

Lexington, KY
06/2017 → 08/2017

Alltech

Nicholasville, KY
08/2015 → 05/2018

Delta Delta Delta

Lexington, KY
01/2014 → 06/2018

Mister B's

Bowling Green, KY
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2019-09-16 → 2025-03-31

Fidelity Personal And Workplace Advisors

Covington, KY

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2019-08-29
S63	Uniform Securities Agent State Law Examination	2018-07-31

S66 Uniform Combined State Law Examination

2019-08-29
S63 Uniform Securities Agent State Law Examination

2018-07-31

Other Names

Duncan Randal Paul

View on SEC IAPD

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